Filed November 29, 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 | $11,196 | $40,275-72.2% | $57,356-80.5% | $59,633-81.2% |
| Participation rate | 98.6% | 69.1%+29.4pp | 75.1%+23.5pp | 68.7%+29.9pp |
| Annual return | 1.47% | 27.52%-26.1pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,751 | $1,921+43.2% | $2,689+2.3% | $2,203+24.9% |
| Participant deferral / active EE | $528 | $2,400-78.0% | $3,162-83.3% | $3,192-83.4% |
| Admin fee / account holder | $487 | $2,820-82.7% | $3,357-85.5% | $4,297-88.7% |