Filed September 14, 2018 (most recent of 2 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 | $157,846 | $92,684+70.3% | $82,706+90.9% | $134,509+17.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -11.17% | 945.84%-957.0pp | 701.76%-712.9pp | 418.13%-429.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,271 | $4,800+114.0% | $4,394+133.8% | $6,400+60.5% |
| Admin fee / account holder | $4,681 | $5,982-21.7% | $5,329-12.1% | $11,427-59.0% |