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 | $46,366 | $100,060-53.7% | $149,721-69.0% | $70,126-33.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 18.67% | 27.46%-8.8pp | 1501.67%-1483.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,134 | $3,661-69.0% | $5,444-79.2% | $2,343-51.6% |
| Participant deferral / active EE | $1,807 | $4,982-63.7% | $6,568-72.5% | $3,332-45.8% |
| Admin fee / account holder | $1,304 | $8,285-84.3% | $11,282-88.4% | $4,645-71.9% |