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 | $58,481 | $274,636-78.7% | $247,190-76.3% | $254,173-77.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 0.63% | 7.44%-6.8pp | 7.87%-7.2pp | 259.17%-258.5pp |
| Employer contribution / active EE | $0 | $36,975-100.0% | $31,784-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $3,745 | $288,252-98.7% | $240,514-98.4% | $21,502-82.6% |