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 | $100,482 | $171,867-41.5% | $149,721-32.9% | $147,586-31.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 5.13% | 2113.36%-2108.2pp | 1501.67%-1496.5pp | 578.59%-573.5pp |
| Employer contribution / active EE | $4,387 | $6,275-30.1% | $5,444-19.4% | $4,876-10.0% |
| Participant deferral / active EE | $2,193 | $7,270-69.8% | $6,568-66.6% | $5,439-59.7% |
| Admin fee / account holder | $8,653 | $13,799-37.3% | $11,282-23.3% | $10,886-20.5% |