Filed December 27, 2017 (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 | $49,433 | $126,661-61.0% | $113,397-56.4% | $138,895-64.4% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.5%+2.5pp | 79.9%-1.0pp |
| Annual return | -1.50% | 25.05%-26.6pp | 23.20%-24.7pp | 145.39%-146.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,583 | $5,693-72.2% | $5,076-68.8% | $6,396-75.3% |
| Admin fee / account holder | $2,584 | $14,549-82.2% | $11,957-78.4% | $12,562-79.4% |