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 | $76,853 | $123,793-37.9% | $177,848-56.8% | $79,856-3.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.32% | 22.82%-7.5pp | 48.33%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $960 | $4,095-76.6% | $5,919-83.8% | $2,471-61.1% |
| Participant deferral / active EE | $4,927 | $5,956-17.3% | $7,714-36.1% | $3,741+31.7% |
| Admin fee / account holder | $4,404 | $7,243-39.2% | $12,431-64.6% | $5,306-17.0% |