Filed November 11, 2015 (most recent of 2 filings on file)
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Employer 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 | $53,325 | $82,028-35.0% | $123,105-56.7% | $59,633-10.6% |
| Participation rate | 79.1% | 83.2%-4.1pp | 86.8%-7.7pp | 68.7%+10.4pp |
| Annual return | 0.71% | 5.12%-4.4pp | 13.22%-12.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $709 | $3,297-78.5% | $5,151-86.2% | $2,203-67.8% |
| Participant deferral / active EE | $2,926 | $4,667-37.3% | $6,229-53.0% | $3,192-8.3% |
| Admin fee / account holder | $1,551 | $5,879-73.6% | $9,014-82.8% | $4,297-63.9% |