Filed March 21, 2018 (most recent of 4 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,612 | $140,592-72.5% | $123,105-68.6% | $125,389-69.2% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -0.04% | 16.80%-16.8pp | 13.22%-13.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,124 | $6,041-64.8% | $5,151-58.8% | $4,866-56.3% |
| Participant deferral / active EE | $2,087 | $6,980-70.1% | $6,229-66.5% | $5,352-61.0% |
| Admin fee / account holder | $1,267 | $11,198-88.7% | $9,014-85.9% | $9,541-86.7% |