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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,129 | $183,988-44.5% | $162,177-37.0% | $152,897-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.15% | 150.79%-132.6pp | 115.60%-97.5pp | 345.43%-327.3pp |
| Employer contribution / active EE | $4,915 | $6,370-22.8% | $5,613-12.4% | $4,764+3.2% |
| Participant deferral / active EE | $2,453 | $8,032-69.5% | $7,297-66.4% | $5,851-58.1% |
| Admin fee / account holder | $4,731 | $13,123-63.9% | $10,843-56.4% | $11,599-59.2% |