Filed March 14, 2016 (most recent of 2 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 | $144,425 | $100,060+44.3% | $149,721-3.5% | $70,126+106.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 19.04% | 27.46%-8.4pp | 1501.67%-1482.6pp | 73.15%-54.1pp |
| Employer contribution / active EE | $3,945 | $3,661+7.7% | $5,444-27.5% | $2,343+68.4% |
| Participant deferral / active EE | $1,270 | $4,982-74.5% | $6,568-80.7% | $3,332-61.9% |
| Admin fee / account holder | $483 | $8,285-94.2% | $11,282-95.7% | $4,645-89.6% |