Filed November 17, 2017 (most recent of 3 filings on file)
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Participant 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 | $50,828 | $146,267-65.2% | $197,124-74.2% | $82,448-38.4% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 10.11% | 29.61%-19.5pp | 44.34%-34.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $6,736 | $4,723+42.6% | $6,227+8.2% | $2,551+164.1% |
| Participant deferral / active EE | $2,413 | $7,035-65.7% | $9,135-73.6% | $4,139-41.7% |
| Admin fee / account holder | $8,047 | $14,422-44.2% | $16,298-50.6% | $7,234+11.2% |