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 | $24,113 | $87,834-72.5% | $133,975-82.0% | $62,881-61.7% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 11.57% | 12.05%-0.5pp | 29.29%-17.7pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,757 | $4,812-63.5% | $6,282-72.0% | $3,203-45.1% |
| Admin fee / account holder | $982 | $5,372-81.7% | $9,324-89.5% | $4,296-77.1% |