Filed June 1, 2018
Total covered: 257 employees
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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 | $41,641 | $106,749-61.0% | $145,433-71.4% | $82,448-49.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.40% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $506 | $3,444-85.3% | $4,554-88.9% | $2,551-80.2% |
| Participant deferral / active EE | $2,727 | $6,519-58.2% | $7,897-65.5% | $4,139-34.1% |
| Admin fee / account holder | $1,388 | $8,390-83.5% | $13,129-89.4% | $7,234-80.8% |