Filed April 5, 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 | $70,617 | $106,749-33.8% | $145,433-51.4% | $82,448-14.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 33.05% | 27.59%+5.5pp | 66.58%-33.5pp | 41.64%-8.6pp |
| Employer contribution / active EE | $1,491 | $3,444-56.7% | $4,554-67.3% | $2,551-41.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,881 | $8,390-77.6% | $13,129-85.7% | $7,234-74.0% |