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 | $14,395 | $67,602-78.7% | $82,312-82.5% | $70,126-79.5% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 12.32% | 21.57%-9.2pp | 25.88%-13.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,070 | $2,987-64.2% | $3,706-71.1% | $3,332-67.9% |
| Admin fee / account holder | $1,998 | $4,512-55.7% | $5,608-64.4% | $4,645-57.0% |