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 | $212,386-81.7% | $199,883-80.6% | $138,895-72.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 0.63% | 47.75%-47.1pp | 43.81%-43.2pp | 145.39%-144.8pp |
| Employer contribution / active EE | $4,999 | $6,625-24.5% | $6,261-20.2% | $4,194+19.2% |
| Participant deferral / active EE | $2,465 | $9,617-74.4% | $9,138-73.0% | $6,396-61.5% |
| Admin fee / account holder | $38,503 | $18,233+111.2% | $17,268+123.0% | $12,562+206.5% |