Filed April 5, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,989 | $167,533-40.3% | $151,645-34.1% | $134,545-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.09% | 7.81%-13.9pp | 3.34%-9.4pp | 418.37%-424.5pp |
| Employer contribution / active EE | $5,629 | $6,828-17.6% | $6,165-8.7% | $4,742+18.7% |
| Participant deferral / active EE | $3,179 | $8,985-64.6% | $8,363-62.0% | $6,401-50.3% |
| Admin fee / account holder | $2,245 | $13,781-83.7% | $11,614-80.7% | $11,431-80.4% |