Filed November 3, 2015 (most recent of 2 filings on file)
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Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,373 | $60,349-79.5% | $74,184-83.3% | $62,881-80.3% |
| Participation rate | 88.6% | 72.7%+15.9pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 5.17% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,012 | $2,856-64.6% | $3,550-71.5% | $3,203-68.4% |
| Admin fee / account holder | $2,561 | $4,261-39.9% | $5,586-54.1% | $4,296-40.4% |