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 | $39,761 | $94,529-57.9% | $140,019-71.6% | $64,173-38.0% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | 2.14% | 7.77%-5.6pp | 651.17%-649.0pp | 7.63%-5.5pp |
| Employer contribution / active EE | $1,121 | $3,812-70.6% | $5,605-80.0% | $2,381-52.9% |
| Participant deferral / active EE | $3,875 | $5,250-26.2% | $6,927-44.1% | $3,470+11.7% |
| Admin fee / account holder | $1,714 | $6,741-74.6% | $10,705-84.0% | $4,887-64.9% |