Filed December 30, 2016
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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 | $123,730 | $87,834+40.9% | $133,975-7.6% | $62,881+96.8% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 714.57% | 12.05%+702.5pp | 29.29%+685.3pp | 20.14%+694.4pp |
| Employer contribution / active EE | $3,369 | $3,482-3.3% | $5,211-35.3% | $2,281+47.7% |
| Participant deferral / active EE | $773 | $4,812-83.9% | $6,282-87.7% | $3,203-75.9% |
| Admin fee / account holder | $685 | $5,372-87.3% | $9,324-92.7% | $4,296-84.1% |