Filed February 16, 2017 (most recent of 2 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 | $113,534 | $62,583+81.4% | $76,767+47.9% | $64,173+76.9% |
| Participation rate | 73.8% | 72.8%+1.0pp | 77.0%-3.2pp | 69.6%+4.2pp |
| Annual return | -2.00% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $364 | $1,832-80.2% | $2,485-85.4% | $2,381-84.7% |
| Participant deferral / active EE | $2,954 | $3,145-6.1% | $3,852-23.3% | $3,470-14.9% |
| Admin fee / account holder | $9,952 | $4,667+113.2% | $6,675+49.1% | $4,887+103.6% |