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 | $71,972 | $73,988-2.7% | $96,538-25.4% | $75,177-4.3% |
| Participation rate | 97.4% | 66.4%+31.0pp | 74.3%+23.1pp | 67.2%+30.2pp |
| Annual return | -29.17% | 26.73%-55.9pp | 35.74%-64.9pp | 160.75%-189.9pp |
| Employer contribution / active EE | $3,707 | $2,930+26.5% | $3,740-0.9% | $2,671+38.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,327 | $5,220-74.6% | $6,737-80.3% | $5,651-76.5% |