Filed April 3, 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 | $35,308 | $153,769-77.0% | $133,975-73.6% | $273,972-87.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 4.95% | 36.51%-31.6pp | 29.29%-24.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,434 | $6,029-76.2% | $5,211-72.5% | $4,869-70.5% |
| Participant deferral / active EE | $2,351 | $6,958-66.2% | $6,282-62.6% | $5,287-55.5% |
| Admin fee / account holder | $4,877 | $11,765-58.5% | $9,324-47.7% | $10,133-51.9% |