Filed December 1, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,012 | $146,267-48.7% | $197,124-61.9% | $82,448-9.0% |
| Participation rate | 96.8% | 84.0%+12.8pp | 86.7%+10.1pp | 68.1%+28.7pp |
| Annual return | 11.82% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,498 | $4,723-47.1% | $6,227-59.9% | $2,551-2.1% |
| Participant deferral / active EE | $2,446 | $7,035-65.2% | $9,135-73.2% | $4,139-40.9% |
| Admin fee / account holder | $24,770 | $14,422+71.8% | $16,298+52.0% | $7,234+242.4% |