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 | $50,988 | $94,529-46.1% | $140,019-63.6% | $64,173-20.5% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -4.27% | 7.77%-12.0pp | 651.17%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $955 | $3,812-74.9% | $5,605-83.0% | $2,381-59.9% |
| Participant deferral / active EE | $4,356 | $5,250-17.0% | $6,927-37.1% | $3,470+25.6% |
| Admin fee / account holder | $5,560 | $6,741-17.5% | $10,705-48.1% | $4,887+13.8% |