Filed February 5, 2018 (most recent of 6 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,224 | $82,028-79.0% | $123,105-86.0% | $59,633-71.1% |
| Participation rate | 86.2% | 83.2%+3.0pp | 86.8%-0.6pp | 68.7%+17.5pp |
| Annual return | -1.62% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,984 | $4,667-57.5% | $6,229-68.1% | $3,192-37.8% |
| Admin fee / account holder | $934 | $5,879-84.1% | $9,014-89.6% | $4,297-78.3% |