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 | $85,128 | $185,883-54.2% | $170,043-49.9% | $139,466-39.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.14% | 60.54%-50.4pp | 53.40%-43.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $4,424 | $7,596-41.8% | $6,790-34.8% | $4,754-6.9% |
| Participant deferral / active EE | $2,212 | $11,626-81.0% | $10,410-78.8% | $6,712-67.0% |
| Admin fee / account holder | $2,806 | $15,393-81.8% | $12,824-78.1% | $11,409-75.4% |