Filed December 21, 2015
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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 | $25,241 | $52,911-52.3% | $73,309-65.6% | $59,633-57.7% |
| Participation rate | 76.7% | 68.2%+8.5pp | 74.9%+1.8pp | 68.7%+8.1pp |
| Annual return | -0.67% | 12.20%-12.9pp | 5.67%-6.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,795 | $4,069+17.8% | $4,991-3.9% | $3,192+50.2% |
| Admin fee / account holder | $786 | $3,835-79.5% | $5,635-86.1% | $4,297-81.7% |