Filed October 13, 2015 (most recent of 3 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 | $82,893 | $46,534+78.1% | $64,097+29.3% | $75,177+10.3% |
| Participation rate | 92.5% | 65.9%+26.6pp | 72.3%+20.2pp | 67.2%+25.3pp |
| Annual return | 19.92% | 26.07%-6.1pp | 33.75%-13.8pp | 160.75%-140.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,105 | $2,835+44.8% | $3,881+5.8% | $4,126-0.5% |
| Admin fee / account holder | $1,250 | $2,957-57.7% | $3,070-59.3% | $5,651-77.9% |