Filed June 19, 2017 (most recent of 2 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 | $3,980 | $117,444-96.6% | $99,479-96.0% | $152,909-97.4% |
| Participation rate | 81.8% | 77.5%+4.3pp | 73.8%+8.0pp | 82.5%-0.6pp |
| Annual return | -7.32% | 31.87%-39.2pp | 30.72%-38.0pp | 345.46%-352.8pp |
| Employer contribution / active EE | $824 | $3,014-72.7% | $2,540-67.6% | $4,764-82.7% |
| Participant deferral / active EE | $1,158 | $4,086-71.7% | $3,619-68.0% | $5,851-80.2% |
| Admin fee / account holder | $615 | $7,635-91.9% | $6,253-90.2% | $11,601-94.7% |