Filed May 24, 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 | $83,637 | $58,391+43.2% | $76,657+9.1% | $72,975+14.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -26.26% | 2306.65%-2332.9pp | 1166.74%-1193.0pp | 81.01%-107.3pp |
| Employer contribution / active EE | $8,753 | $1,787+389.9% | $2,303+280.2% | $2,440+258.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,335-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,014 | $4,0140% | $6,423-37.5% | $5,124-21.7% |