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 | $138,385-63.5% | $184,243-72.6% | $80,925-37.6% |
| Participation rate | 90.3% | 83.9%+6.4pp | 86.8%+3.5pp | 67.7%+22.7pp |
| Annual return | 8.77% | 20.02%-11.3pp | 28.82%-20.0pp | 35.65%-26.9pp |
| Employer contribution / active EE | $5,085 | $4,851+4.8% | $6,427-20.9% | $2,756+84.5% |
| Participant deferral / active EE | $2,620 | $7,075-63.0% | $9,132-71.3% | $4,299-39.1% |
| Admin fee / account holder | $1,808 | $10,489-82.8% | $13,914-87.0% | $6,940-73.9% |