Filed August 29, 2018 (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 | $43,844 | $146,267-70.0% | $197,124-77.8% | $82,448-46.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.29% | 29.61%-13.3pp | 44.34%-28.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,845 | $4,723-60.9% | $6,227-70.4% | $2,551-27.7% |
| Participant deferral / active EE | $2,503 | $7,035-64.4% | $9,135-72.6% | $4,139-39.5% |
| Admin fee / account holder | $10,202 | $14,422-29.3% | $16,298-37.4% | $7,234+41.0% |