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 | $124,425-60.3% | $112,040-55.9% | $137,256-64.0% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | -1.50% | 24.72%-26.2pp | 24.52%-26.0pp | 220.34%-221.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,583 | $5,718-72.3% | $5,098-68.9% | $6,407-75.3% |
| Admin fee / account holder | $2,584 | $15,207-83.0% | $12,098-78.6% | $12,270-78.9% |