Filed September 12, 2016 (most recent of 5 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 | $242,828 | $84,684+186.7% | $73,835+228.9% | $125,388+93.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 3123.93%-3124.1pp | 2268.13%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $25,427 | $3,123+714.1% | $2,788+812.2% | $4,866+422.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $31,074 | $5,691+446.0% | $4,880+536.8% | $9,541+225.7% |