Filed April 13, 2015
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,286 | $183,988-77.0% | $162,177-73.9% | $152,897-72.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.5%+12.8pp |
| Annual return | 16.45% | 150.79%-134.3pp | 115.60%-99.2pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,571 | $6,370-75.3% | $5,613-72.0% | $4,764-67.0% |
| Participant deferral / active EE | $2,197 | $8,032-72.6% | $7,297-69.9% | $5,851-62.5% |
| Admin fee / account holder | $1,300 | $13,123-90.1% | $10,843-88.0% | $11,599-88.8% |