Filed December 27, 2017 (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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,653 | $117,846-69.7% | $102,434-65.2% | $145,884-75.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 7.04% | 31.90%-24.9pp | 29.46%-22.4pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,854 | $5,733-50.2% | $5,055-43.5% | $6,690-57.3% |
| Admin fee / account holder | $3,853 | $13,356-71.2% | $9,462-59.3% | $13,392-71.2% |