Filed December 5, 2018 (most recent of 3 filings on file)
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Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,589 | $153,769-63.8% | $133,975-58.5% | $273,972-79.7% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 11.03% | 36.51%-25.5pp | 29.29%-18.3pp | 41.46%-30.4pp |
| Employer contribution / active EE | $915 | $6,029-84.8% | $5,211-82.4% | $4,869-81.2% |
| Participant deferral / active EE | $3,057 | $6,958-56.1% | $6,282-51.3% | $5,287-42.2% |
| Admin fee / account holder | $463 | $11,765-96.1% | $9,324-95.0% | $10,133-95.4% |