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 | $212,386-58.3% | $199,883-55.7% | $138,895-36.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.54% | 47.75%-38.2pp | 43.81%-34.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,210 | $6,625-66.6% | $6,261-64.7% | $4,194-47.3% |
| Participant deferral / active EE | $4,473 | $9,617-53.5% | $9,138-51.1% | $6,396-30.1% |
| Admin fee / account holder | $1,056 | $18,233-94.2% | $17,268-93.9% | $12,562-91.6% |