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 | $227,291-77.2% | $214,702-75.8% | $155,188-66.6% |
| Participation rate | 94.1% | 88.0%+6.1pp | 87.5%+6.6pp | 80.8%+13.3pp |
| Annual return | 15.68% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,138 | $6,772-68.4% | $6,461-66.9% | $4,248-49.7% |
| Participant deferral / active EE | $2,352 | $9,582-75.5% | $9,147-74.3% | $6,531-64.0% |
| Admin fee / account holder | $13,618 | $20,413-33.3% | $19,830-31.3% | $14,480-6.0% |