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 | $42,763 | $125,797-66.0% | $170,057-74.9% | $75,177-43.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.17% | 27.20%-13.0pp | 53.42%-39.2pp | 160.75%-146.6pp |
| Employer contribution / active EE | $1,449 | $4,616-68.6% | $6,790-78.7% | $2,671-45.8% |
| Participant deferral / active EE | $2,093 | $6,838-69.4% | $10,411-79.9% | $4,126-49.3% |
| Admin fee / account holder | $1,430 | $8,177-82.5% | $12,826-88.8% | $5,651-74.7% |