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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,189 | $87,834-50.8% | $133,975-67.8% | $62,881-31.3% |
| Participation rate | 88.5% | 83.4%+5.1pp | 87.1%+1.4pp | 69.3%+19.2pp |
| Annual return | 4.75% | 12.05%-7.3pp | 29.29%-24.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,165 | $3,482-66.6% | $5,211-77.7% | $2,281-48.9% |
| Participant deferral / active EE | $2,085 | $4,812-56.7% | $6,282-66.8% | $3,203-34.9% |
| Admin fee / account holder | $1,534 | $5,372-71.5% | $9,324-83.6% | $4,296-64.3% |