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 | $209,336-75.2% | $197,124-73.7% | $137,256-62.2% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 15.68% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,138 | $6,591-67.6% | $6,227-65.7% | $4,156-48.6% |
| Participant deferral / active EE | $2,352 | $9,614-75.5% | $9,135-74.3% | $6,407-63.3% |
| Admin fee / account holder | $13,618 | $17,308-21.3% | $16,298-16.4% | $12,270+11.0% |