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 | $78,941 | $137,414-42.6% | $189,545-58.4% | $85,851-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.94% | 38.14%-27.2pp | 555.36%-544.4pp | 318.63%-307.7pp |
| Employer contribution / active EE | $1,022 | $4,344-76.5% | $6,162-83.4% | $2,565-60.1% |
| Participant deferral / active EE | $5,437 | $6,260-13.1% | $8,220-33.9% | $3,952+37.6% |
| Admin fee / account holder | $20,609 | $8,630+138.8% | $12,049+71.0% | $6,261+229.2% |