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 | $43,621 | $123,793-64.8% | $177,840-75.5% | $79,852-45.4% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 8.47% | 22.82%-14.3pp | 48.32%-39.9pp | 31.72%-23.2pp |
| Employer contribution / active EE | $1,697 | $4,095-58.6% | $5,919-71.3% | $2,471-31.3% |
| Participant deferral / active EE | $2,600 | $5,956-56.4% | $7,714-66.3% | $3,740-30.5% |
| Admin fee / account holder | $13,569 | $7,243+87.4% | $12,431+9.2% | $5,306+155.7% |