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 | $183,551 | $110,083+66.7% | $151,645+21.0% | $68,490+168.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.58% | -10.12%-5.5pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,073 | $4,470+35.9% | $6,165-1.5% | $2,597+133.9% |
| Participant deferral / active EE | $2,161 | $6,526-66.9% | $8,363-74.2% | $4,028-46.3% |
| Admin fee / account holder | $20,159 | $7,718+161.2% | $11,614+73.6% | $5,403+273.1% |