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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,279 | $100,041-43.7% | $149,718-62.4% | $70,131-19.8% |
| Participation rate | 96.5% | 83.6%+12.9pp | 87.1%+9.4pp | 69.5%+26.9pp |
| Annual return | 11.75% | 27.43%-15.7pp | 1501.67%-1489.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $990 | $3,662-73.0% | $5,445-81.8% | $2,342-57.7% |
| Participant deferral / active EE | $4,219 | $4,983-15.3% | $6,569-35.8% | $3,332+26.6% |
| Admin fee / account holder | $6,655 | $8,286-19.7% | $11,283-41.0% | $4,645+43.3% |