Filed June 30, 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 | $92,909 | $138,393-32.9% | $184,256-49.6% | $80,959+14.8% |
| Participation rate | 73.2% | 83.9%-10.7pp | 86.8%-13.7pp | 67.7%+5.5pp |
| Annual return | 11.56% | 20.01%-8.5pp | 28.85%-17.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $821 | $4,847-83.1% | $6,427-87.2% | $2,757-70.2% |
| Participant deferral / active EE | $3,998 | $7,076-43.5% | $9,133-56.2% | $4,300-7.0% |
| Admin fee / account holder | $1,134 | $10,489-89.2% | $13,899-91.8% | $6,925-83.6% |