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 | $13,792 | $39,132-64.8% | $57,196-75.9% | $62,881-78.1% |
| Participation rate | 98.7% | 70.5%+28.2pp | 75.3%+23.4pp | 69.3%+29.4pp |
| Annual return | 6.50% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,194 | $1,874+70.5% | $2,683+19.1% | $2,281+40.1% |
| Participant deferral / active EE | $696 | $2,374-70.7% | $3,096-77.5% | $3,203-78.3% |
| Admin fee / account holder | $324 | $2,594-87.5% | $3,141-89.7% | $4,296-92.5% |