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 | $189,689 | $103,038+84.1% | $90,324+110.0% | $152,909+24.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.21% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,475 | $4,282+121.3% | $3,885+143.9% | $5,851+61.9% |
| Admin fee / account holder | $46,272 | $6,177+649.1% | $5,356+764.0% | $11,601+298.9% |