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 | $56,202 | $123,793-54.6% | $177,848-68.4% | $79,856-29.6% |
| Participation rate | 74.5% | 84.7%-10.2pp | 87.7%-13.2pp | 69.6%+4.8pp |
| Annual return | 10.77% | 22.82%-12.1pp | 48.33%-37.6pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,356 | $4,095-18.1% | $5,919-43.3% | $2,471+35.8% |
| Participant deferral / active EE | $2,075 | $5,956-65.2% | $7,714-73.1% | $3,741-44.5% |
| Admin fee / account holder | $4,765 | $7,243-34.2% | $12,431-61.7% | $5,306-10.2% |