Filed October 1, 2015 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,851 | $223,823-76.8% | $211,142-75.4% | $154,746-66.5% |
| Participation rate | 94.1% | 87.9%+6.3pp | 87.3%+6.8pp | 80.7%+13.4pp |
| Annual return | 15.68% | 50.39%-34.7pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,138 | $6,787-68.5% | $6,442-66.8% | $4,379-51.2% |
| Participant deferral / active EE | $2,352 | $9,750-75.9% | $9,284-74.7% | $6,730-65.1% |
| Admin fee / account holder | $13,618 | $19,707-30.9% | $19,076-28.6% | $14,365-5.2% |