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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,777 | $137,414-55.8% | $189,537-67.9% | $85,847-29.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 9.69% | 38.14%-28.5pp | 555.34%-545.6pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,453 | $4,344-66.6% | $6,161-76.4% | $2,565-43.4% |
| Participant deferral / active EE | $2,492 | $6,260-60.2% | $8,220-69.7% | $3,952-36.9% |
| Admin fee / account holder | $613 | $8,630-92.9% | $12,048-94.9% | $6,261-90.2% |