Filed February 21, 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 | $38,870 | $223,823-82.6% | $211,142-81.6% | $154,746-74.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.63% | 50.39%-49.8pp | 46.84%-46.2pp | 172.34%-171.7pp |
| Employer contribution / active EE | $4,999 | $6,787-26.3% | $6,442-22.4% | $4,379+14.2% |
| Participant deferral / active EE | $2,465 | $9,750-74.7% | $9,284-73.5% | $6,730-63.4% |
| Admin fee / account holder | $38,503 | $19,707+95.4% | $19,076+101.8% | $14,365+168.0% |