Filed August 24, 2017 (most recent of 3 filings on file)
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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 | $57,380 | $289,682-80.2% | $161,646-64.5% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | - |
| Annual return | 0.62% | 43.80%-43.2pp | 12.93%-12.3pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $35,210-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $458-100.0% | - |
| Admin fee / account holder | $3,683 | $16,563-77.8% | $4,659-20.9% | - |