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 | $203,841 | $123,793+64.7% | $177,848+14.6% | $79,856+155.3% |
| Participation rate | 90.3% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 18.65% | 22.82%-4.2pp | 48.33%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $5,029 | $4,095+22.8% | $5,919-15.0% | $2,471+103.5% |
| Participant deferral / active EE | $1,714 | $5,956-71.2% | $7,714-77.8% | $3,741-54.2% |
| Admin fee / account holder | $611 | $7,243-91.6% | $12,431-95.1% | $5,306-88.5% |