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 | $37,427 | $184,000-79.7% | $162,185-76.9% | $152,909-75.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.28% | 150.80%-132.5pp | 115.61%-97.3pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,064 | $6,370-67.6% | $5,613-63.2% | $4,764-56.7% |
| Participant deferral / active EE | $2,187 | $8,033-72.8% | $7,297-70.0% | $5,851-62.6% |
| Admin fee / account holder | $8,863 | $13,124-32.5% | $10,844-18.3% | $11,601-23.6% |