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 | $65,626 | $123,793-47.0% | $177,848-63.1% | $79,856-17.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.04% | 22.82%-6.8pp | 48.33%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,451 | $4,095-64.6% | $5,919-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $2,107 | $5,956-64.6% | $7,714-72.7% | $3,741-43.7% |
| Admin fee / account holder | $2,528 | $7,243-65.1% | $12,431-79.7% | $5,306-52.4% |