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 | $61,347 | $125,797-51.2% | $170,043-63.9% | $75,173-18.4% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 18.76% | 27.20%-8.4pp | 53.40%-34.6pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,487 | $4,616-67.8% | $6,790-78.1% | $2,671-44.3% |
| Participant deferral / active EE | $2,469 | $6,838-63.9% | $10,410-76.3% | $4,126-40.2% |
| Admin fee / account holder | $9,012 | $8,177+10.2% | $12,824-29.7% | $5,651+59.5% |