Filed September 18, 2015 (most recent of 2 filings on file)
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Employer 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 | $97,361 | $100,060-2.7% | $149,721-35.0% | $70,126+38.8% |
| Participation rate | 70.2% | 83.6%-13.4pp | 87.1%-16.9pp | 69.5%+0.6pp |
| Annual return | 18.63% | 27.46%-8.8pp | 1501.67%-1483.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $1,000 | $3,661-72.7% | $5,444-81.6% | $2,343-57.3% |
| Participant deferral / active EE | $3,018 | $4,982-39.4% | $6,568-54.1% | $3,332-9.4% |
| Admin fee / account holder | $5,801 | $8,285-30.0% | $11,282-48.6% | $4,645+24.9% |