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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,477 | $100,041-42.5% | $149,718-61.6% | $70,131-18.0% |
| Participation rate | 71.9% | 83.6%-11.7pp | 87.1%-15.2pp | 69.5%+2.3pp |
| Annual return | 10.42% | 27.43%-17.0pp | 1501.67%-1491.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $549 | $3,662-85.0% | $5,445-89.9% | $2,342-76.6% |
| Participant deferral / active EE | $3,301 | $4,983-33.8% | $6,569-49.8% | $3,332-0.9% |
| Admin fee / account holder | $2,813 | $8,286-66.1% | $11,283-75.1% | $4,645-39.4% |