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 | $67,179 | $185,856-63.9% | $170,028-60.5% | $139,456-51.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.31% | 60.52%-50.2pp | 53.39%-43.1pp | 373.45%-363.1pp |
| Employer contribution / active EE | $2,260 | $7,593-70.2% | $6,788-66.7% | $4,753-52.4% |
| Participant deferral / active EE | $4,328 | $11,623-62.8% | $10,409-58.4% | $6,711-35.5% |
| Admin fee / account holder | $1,435 | $15,387-90.7% | $12,820-88.8% | $11,407-87.4% |