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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,954 | $46,877+30.0% | $122,354-50.2% | $70,124-13.1% |
| Participation rate | 87.8% | 58.2%+29.6pp | 71.6%+16.2pp | 69.5%+18.3pp |
| Annual return | 13.66% | 24.22%-10.6pp | 30.28%-16.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,266 | $1,288+231.1% | $4,051+5.3% | $2,342+82.1% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,766 | $3,324+13.3% | $5,479-31.3% | $4,645-18.9% |