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 | $64,693 | $87,834-26.3% | $133,975-51.7% | $62,881+2.9% |
| Participation rate | 79.7% | 83.4%-3.7pp | 87.1%-7.4pp | 69.3%+10.4pp |
| Annual return | 7.21% | 12.05%-4.8pp | 29.29%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $885 | $3,482-74.6% | $5,211-83.0% | $2,281-61.2% |
| Participant deferral / active EE | $3,468 | $4,812-27.9% | $6,282-44.8% | $3,203+8.3% |
| Admin fee / account holder | $4,685 | $5,372-12.8% | $9,324-49.8% | $4,296+9.1% |