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 | $40,877 | $160,059-74.5% | $140,019-70.8% | $135,380-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.07% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,235 | $6,420-65.2% | $5,605-60.1% | $4,779-53.2% |
| Participant deferral / active EE | $2,235 | $7,641-70.7% | $6,927-67.7% | $5,609-60.2% |
| Admin fee / account holder | $1,513 | $13,328-88.7% | $10,705-85.9% | $10,828-86.0% |