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 | $142,942 | $65,367+118.7% | $92,915+53.8% | $72,976+95.9% |
| Participation rate | 98.5% | 68.3%+30.2pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 66.89% | 42.11%+24.8pp | 109.45%-42.6pp | 81.02%-14.1pp |
| Employer contribution / active EE | $2,351 | $2,594-9.4% | $3,653-35.7% | $2,440-3.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $570 | $4,251-86.6% | $5,796-90.2% | $5,124-88.9% |