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.)
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 | $3,183 | $121,701-97.4% | $104,639-97.0% | $158,982-98.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 12.92% | 465.72%-452.8pp | 340.67%-327.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $724 | $3,165-77.1% | $2,682-73.0% | $4,763-84.8% |
| Participant deferral / active EE | $1,057 | $4,176-74.7% | $3,738-71.7% | $5,983-82.3% |
| Admin fee / account holder | $3,861 | $7,778-50.4% | $6,465-40.3% | $11,252-65.7% |