Filed November 3, 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 | $224,266 | $67,602+231.7% | $82,312+172.5% | $70,126+219.8% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 11.34% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $69 | $1,755-96.1% | $2,428-97.2% | $2,343-97.1% |
| Participant deferral / active EE | $4,378 | $2,987+46.6% | $3,706+18.1% | $3,332+31.4% |
| Admin fee / account holder | $5,616 | $4,512+24.5% | $5,608+0.2% | $4,645+20.9% |