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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,365 | $125,797+112.5% | $170,057+57.2% | $75,177+255.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 19.91% | 27.20%-7.3pp | 53.42%-33.5pp | 160.75%-140.8pp |
| Employer contribution / active EE | $3,785 | $4,616-18.0% | $6,790-44.3% | $2,671+41.7% |
| Participant deferral / active EE | $2,062 | $6,838-69.9% | $10,411-80.2% | $4,126-50.0% |
| Admin fee / account holder | $6,397 | $8,177-21.8% | $12,826-50.1% | $5,651+13.2% |