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 | $172,167 | $109,359+57.4% | $162,185+6.2% | $72,976+135.9% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.6pp | 69.5%+23.6pp |
| Annual return | 23.18% | 25.46%-2.3pp | 115.61%-92.4pp | 81.02%-57.8pp |
| Employer contribution / active EE | $4,974 | $3,907+27.3% | $5,613-11.4% | $2,440+103.8% |
| Participant deferral / active EE | $1,702 | $5,481-68.9% | $7,297-76.7% | $3,608-52.8% |
| Admin fee / account holder | $21,151 | $7,972+165.3% | $10,844+95.1% | $5,124+312.8% |