Filed December 21, 2015 (most recent of 4 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 | $41,562 | $87,834-52.7% | $133,975-69.0% | $62,881-33.9% |
| Participation rate | 77.1% | 83.4%-6.3pp | 87.1%-10.0pp | 69.3%+7.8pp |
| Annual return | 11.61% | 12.05%-0.4pp | 29.29%-17.7pp | 20.14%-8.5pp |
| Employer contribution / active EE | $923 | $3,482-73.5% | $5,211-82.3% | $2,281-59.5% |
| Participant deferral / active EE | $2,820 | $4,812-41.4% | $6,282-55.1% | $3,203-12.0% |
| Admin fee / account holder | $2,735 | $5,372-49.1% | $9,324-70.7% | $4,296-36.3% |