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 | $50,521 | $138,393-63.5% | $184,256-72.6% | $80,959-37.6% |
| Participation rate | 90.3% | 83.9%+6.4pp | 86.8%+3.5pp | 67.7%+22.7pp |
| Annual return | 8.77% | 20.01%-11.2pp | 28.85%-20.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $5,085 | $4,847+4.9% | $6,427-20.9% | $2,757+84.4% |
| Participant deferral / active EE | $2,620 | $7,076-63.0% | $9,133-71.3% | $4,300-39.1% |
| Admin fee / account holder | $1,808 | $10,489-82.8% | $13,899-87.0% | $6,925-73.9% |