Filed September 13, 2017 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,541 | $81,504-25.7% | $102,437-40.9% | $80,959-25.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -19.46% | 25.60%-45.1pp | 24.95%-44.4pp | 35.67%-55.1pp |
| Employer contribution / active EE | $5,120 | $3,104+65.0% | $3,871+32.3% | $2,757+85.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,764 | $6,719-58.9% | $8,388-67.1% | $6,925-60.1% |