Filed August 22, 2017
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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 | $23,560 | $82,674-71.5% | $125,381-81.2% | $68,486-65.6% |
| Participation rate | 71.9% | 75.1%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.31%-586.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,657 | $6,111-40.2% | $7,448-50.9% | $4,028-9.2% |
| Admin fee / account holder | $3,257 | $6,277-48.1% | $10,007-67.5% | $5,404-39.7% |