Filed January 4, 2018 (most recent of 2 filings on file)
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Employer 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 | $39,742 | $71,872-44.7% | $86,691-54.2% | $68,495-42.0% |
| Participation rate | 70.3% | 72.2%-1.9pp | 76.6%-6.3pp | 67.9%+2.4pp |
| Annual return | 4.52% | 3.53%+1.0pp | 35.94%-31.4pp | -7.84%+12.4pp |
| Employer contribution / active EE | $494 | $2,173-77.3% | $2,837-82.6% | $2,596-81.0% |
| Participant deferral / active EE | $3,710 | $3,779-1.8% | $4,656-20.3% | $4,028-7.9% |
| Admin fee / account holder | $9,304 | $6,112+52.2% | $7,492+24.2% | $5,403+72.2% |