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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,133 | $94,529+13.3% | $140,019-23.5% | $64,173+66.9% |
| Participation rate | 76.5% | 84.1%-7.6pp | 87.5%-11.0pp | 69.6%+6.9pp |
| Annual return | -3.27% | 7.77%-11.0pp | 651.15%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,257 | $3,812-67.0% | $5,605-77.6% | $2,381-47.2% |
| Participant deferral / active EE | $1,855 | $5,250-64.7% | $6,927-73.2% | $3,470-46.5% |
| Admin fee / account holder | $9,603 | $6,741+42.5% | $10,705-10.3% | $4,887+96.5% |