Filed March 23, 2018
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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 | $47,092 | $84,236-44.1% | $170,435-72.4% | $70,126-32.8% |
| Participation rate | 85.1% | 70.8%+14.3pp | 83.6%+1.5pp | 69.5%+15.6pp |
| Annual return | 13.68% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $378 | $3,387-88.9% | $5,432-93.0% | $2,343-83.9% |
| Participant deferral / active EE | $3,710 | $3,086+20.2% | $4,939-24.9% | $3,332+11.4% |
| Admin fee / account holder | $4,898 | $5,698-14.0% | $13,881-64.7% | $4,645+5.4% |