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 | $228,084 | $100,938+126.0% | $90,461+152.1% | $158,982+43.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.47% | 1727.20%-1711.7pp | 1294.76%-1279.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,784 | $4,350+56.0% | $3,964+71.1% | $5,983+13.4% |
| Admin fee / account holder | $579 | $6,510-91.1% | $5,617-89.7% | $11,252-94.9% |