Filed July 25, 2017 (most recent of 3 filings on file)
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Employer 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 | $47,272 | $82,028-42.4% | $123,105-61.6% | $59,633-20.7% |
| Participation rate | 79.2% | 83.2%-4.0pp | 86.8%-7.6pp | 68.7%+10.5pp |
| Annual return | -1.04% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $955 | $3,297-71.0% | $5,151-81.5% | $2,203-56.7% |
| Participant deferral / active EE | $2,799 | $4,667-40.0% | $6,229-55.1% | $3,192-12.3% |
| Admin fee / account holder | $890 | $5,879-84.9% | $9,014-90.1% | $4,297-79.3% |