Filed May 10, 2018
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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 | $35,278 | $60,349-41.5% | $74,184-52.4% | $62,881-43.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.32% | 21.38%-22.7pp | 17.74%-19.1pp | 20.14%-21.5pp |
| Employer contribution / active EE | $4,012 | $1,680+138.8% | $2,370+69.3% | $2,281+75.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,000 | $4,261+111.2% | $5,586+61.1% | $4,296+109.5% |