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 | $53,638 | $41,377+29.6% | $109,313-50.9% | $62,881-14.7% |
| Participation rate | 88.1% | 57.5%+30.6pp | 71.3%+16.8pp | 69.3%+18.8pp |
| Annual return | -0.23% | 11.05%-11.3pp | 22.07%-22.3pp | 20.14%-20.4pp |
| Employer contribution / active EE | $4,011 | $1,276+214.3% | $3,892+3.1% | $2,281+75.8% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,187 | $2,884+149.2% | $5,666+26.8% | $4,296+67.3% |