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 | $54,438 | $109,359-50.2% | $162,185-66.4% | $72,976-25.4% |
| Participation rate | 97.7% | 84.3%+13.5pp | 87.6%+10.2pp | 69.5%+28.2pp |
| Annual return | 23.66% | 25.46%-1.8pp | 115.61%-91.9pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,215 | $3,907-68.9% | $5,613-78.4% | $2,440-50.2% |
| Participant deferral / active EE | $1,752 | $5,481-68.0% | $7,297-76.0% | $3,608-51.4% |
| Admin fee / account holder | $770 | $7,972-90.3% | $10,844-92.9% | $5,124-85.0% |