Filed May 9, 2018 (most recent of 2 filings on file)
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Employer 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 | $36,492 | $181,896-79.9% | $156,551-76.7% | $273,972-86.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,692 | $5,550+92.6% | $4,871+119.5% | $5,287+102.2% |
| Admin fee / account holder | $14,462 | $15,560-7.1% | $13,028+11.0% | $10,133+42.7% |