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 | $74,298 | $145,431-48.9% | $211,142-64.8% | $87,485-15.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 19.21% | 27.21%-8.0pp | 46.84%-27.6pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,567 | $4,662-66.4% | $6,442-75.7% | $2,596-39.6% |
| Participant deferral / active EE | $2,683 | $6,859-60.9% | $9,284-71.1% | $4,274-37.2% |
| Admin fee / account holder | $312 | $17,052-98.2% | $19,076-98.4% | $7,775-96.0% |