Filed August 17, 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 | $103,930 | $100,060+3.9% | $149,721-30.6% | $70,126+48.2% |
| Participation rate | 82.8% | 83.6%-0.8pp | 87.1%-4.3pp | 69.5%+13.2pp |
| Annual return | 8.47% | 27.46%-19.0pp | 1501.67%-1493.2pp | 73.15%-64.7pp |
| Employer contribution / active EE | $6,207 | $3,661+69.5% | $5,444+14.0% | $2,343+165.0% |
| Participant deferral / active EE | $1,871 | $4,982-62.4% | $6,568-71.5% | $3,332-43.8% |
| Admin fee / account holder | $2,848 | $8,285-65.6% | $11,282-74.8% | $4,645-38.7% |