Filed December 1, 2017
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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 | $81,944 | $56,116+46.0% | $135,768-39.6% | $86,983-5.8% |
| Participation rate | 96.1% | 60.1%+35.9pp | 71.1%+25.0pp | 69.5%+26.5pp |
| Annual return | 11.20% | 125.33%-114.1pp | 526.10%-514.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $6,497 | $1,528+325.3% | $3,394+91.4% | $2,584+151.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,977-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,986 | $4,314+38.8% | $7,048-15.1% | $7,856-23.8% |