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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,746 | $102,393-38.7% | $147,041-57.3% | $80,911-22.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.58% | 134.95%-123.4pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $3,604 | $3,715-3.0% | $4,935-27.0% | $2,756+30.8% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,508 | $7,943-55.8% | $13,006-73.0% | $6,935-49.4% |