Filed January 17, 2017 (most recent of 3 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.
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 | $21,593 | $102,065-78.8% | $453,569-95.2% | $85,847-74.8% |
| Participation rate | 98.6% | 72.4%+26.3pp | 78.0%+20.6pp | 69.3%+29.3pp |
| Annual return | -2.54% | 25.44%-28.0pp | 64.43%-67.0pp | 318.61%-321.1pp |
| Employer contribution / active EE | $7,022 | $2,852+146.2% | $4,072+72.5% | $2,565+173.7% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,302 | $5,717-77.2% | $11,214-88.4% | $6,261-79.2% |