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 | $46,668 | $109,359-57.3% | $162,185-71.2% | $72,976-36.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 15.24% | 25.46%-10.2pp | 115.61%-100.4pp | 81.02%-65.8pp |
| Employer contribution / active EE | $1,277 | $3,907-67.3% | $5,613-77.2% | $2,440-47.7% |
| Participant deferral / active EE | $2,118 | $5,481-61.4% | $7,297-71.0% | $3,608-41.3% |
| Admin fee / account holder | $795 | $7,972-90.0% | $10,844-92.7% | $5,124-84.5% |