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 | $57,346 | $94,529-39.3% | $140,019-59.0% | $64,173-10.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 87.5%-16.9pp | 69.6%+1.0pp |
| Annual return | -4.19% | 7.77%-12.0pp | 651.17%-655.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $570 | $3,812-85.1% | $5,605-89.8% | $2,381-76.1% |
| Participant deferral / active EE | $3,376 | $5,250-35.7% | $6,927-51.3% | $3,470-2.7% |
| Admin fee / account holder | $458 | $6,741-93.2% | $10,705-95.7% | $4,887-90.6% |