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 | $43,193 | $94,529-54.3% | $140,019-69.2% | $64,173-32.7% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -5.20% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,149 | $3,812-69.9% | $5,605-79.5% | $2,381-51.8% |
| Participant deferral / active EE | $1,655 | $5,250-68.5% | $6,927-76.1% | $3,470-52.3% |
| Admin fee / account holder | $428 | $6,741-93.7% | $10,705-96.0% | $4,887-91.2% |