Filed April 13, 2015
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,513 | $223,823-60.5% | $211,142-58.1% | $154,746-42.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.54% | 50.39%-40.9pp | 46.84%-37.3pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,210 | $6,787-67.4% | $6,442-65.7% | $4,379-49.5% |
| Participant deferral / active EE | $4,473 | $9,750-54.1% | $9,284-51.8% | $6,730-33.5% |
| Admin fee / account holder | $1,056 | $19,707-94.6% | $19,076-94.5% | $14,365-92.7% |