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 | $60,896 | $93,589-34.9% | $135,942-55.2% | $75,181-19.0% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 17.60% | 30.90%-13.3pp | 68.28%-50.7pp | 160.69%-143.1pp |
| Employer contribution / active EE | $6,109 | $3,537+72.7% | $4,858+25.8% | $2,671+128.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,608 | $6,977-77.0% | $10,764-85.1% | $5,650-71.5% |