Filed February 5, 2018 (most recent of 4 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 | $41,966 | $82,028-48.8% | $123,105-65.9% | $59,633-29.6% |
| Participation rate | 83.0% | 83.2%-0.2pp | 86.8%-3.8pp | 68.7%+14.3pp |
| Annual return | -0.74% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,705 | $3,297-17.9% | $5,151-47.5% | $2,203+22.8% |
| Participant deferral / active EE | $2,006 | $4,667-57.0% | $6,229-67.8% | $3,192-37.2% |
| Admin fee / account holder | $4,914 | $5,879-16.4% | $9,014-45.5% | $4,297+14.4% |