Filed May 18, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,964 | $90,607+53.4% | $79,467+74.9% | $135,380+2.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.03% | 977.74%-984.8pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,569 | $4,050+136.2% | $3,704+158.3% | $5,609+70.6% |
| Admin fee / account holder | $434 | $5,895-92.6% | $5,104-91.5% | $10,828-96.0% |