Filed June 26, 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 | $44,090 | $142,972-69.2% | $214,702-79.5% | $86,983-49.3% |
| Participation rate | 72.2% | 84.9%-12.6pp | 87.5%-15.2pp | 69.5%+2.7pp |
| Annual return | 14.85% | 18.49%-3.6pp | 54.55%-39.7pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,349 | $4,635-70.9% | $6,461-79.1% | $2,584-47.8% |
| Participant deferral / active EE | $3,142 | $6,568-52.2% | $9,147-65.6% | $4,194-25.1% |
| Admin fee / account holder | $2,077 | $17,617-88.2% | $19,830-89.5% | $7,856-73.6% |