Filed January 24, 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 | $39,994 | $82,028-51.2% | $123,105-67.5% | $59,633-32.9% |
| Participation rate | 80.6% | 83.2%-2.6pp | 86.8%-6.2pp | 68.7%+11.9pp |
| Annual return | -0.85% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $495 | $3,297-85.0% | $5,151-90.4% | $2,203-77.5% |
| Participant deferral / active EE | $3,022 | $4,667-35.2% | $6,229-51.5% | $3,192-5.3% |
| Admin fee / account holder | $5,619 | $5,879-4.4% | $9,014-37.7% | $4,297+30.8% |