Filed August 31, 2018 (most recent of 3 filings on file)
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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,605 | $149,333-90.2% | $106,387-86.3% | $135,379-89.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -22.95% | 0.52%-23.5pp | 0.25%-23.2pp | 519.79%-542.7pp |
| Employer contribution / active EE | $4,065 | $4,984-18.4% | $3,520+15.5% | $4,779-14.9% |
| Participant deferral / active EE | $9,996 | $7,230+38.3% | $5,421+84.4% | $5,609+78.2% |
| Admin fee / account holder | $2,256 | $15,952-85.9% | $7,510-70.0% | $10,828-79.2% |