Filed September 23, 2016 (most recent of 3 filings on file)
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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 | $74,298 | $149,446-50.3% | $256,809-71.1% | $94,015-21.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 19.21% | 17.55%+1.7pp | 32.73%-13.5pp | 17.84%+1.4pp |
| Employer contribution / active EE | $1,567 | $4,596-65.9% | $7,263-78.4% | $2,790-43.8% |
| Participant deferral / active EE | $2,683 | $6,491-58.7% | $9,520-71.8% | $4,249-36.9% |
| Admin fee / account holder | $312 | $24,035-98.7% | $25,146-98.8% | $8,951-96.5% |