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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,357 | $57,352+78.5% | $83,831+22.1% | $64,173+59.5% |
| Participation rate | 94.8% | 68.6%+26.2pp | 76.1%+18.7pp | 69.6%+25.3pp |
| Annual return | 213.01% | 11.38%+201.6pp | 850.99%-638.0pp | 7.63%+205.4pp |
| Employer contribution / active EE | $2,759 | $2,546+8.4% | $3,631-24.0% | $2,381+15.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $679 | $4,046-83.2% | $5,479-87.6% | $4,887-86.1% |