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 | $47,235 | $87,834-46.2% | $133,975-64.7% | $62,881-24.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 87.1%-5.2pp | 69.3%+12.5pp |
| Annual return | 6.09% | 12.05%-6.0pp | 29.29%-23.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $549 | $3,482-84.2% | $5,211-89.5% | $2,281-75.9% |
| Participant deferral / active EE | $3,432 | $4,812-28.7% | $6,282-45.4% | $3,203+7.1% |
| Admin fee / account holder | $3,823 | $5,372-28.8% | $9,324-59.0% | $4,296-11.0% |