Filed January 16, 2018
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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 | $184,791 | $61,787+199.1% | $97,197+90.1% | $80,925+128.3% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.7%+29.3pp |
| Annual return | 12.29% | -558.16%+570.4pp | 75.47%-63.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $6,849 | $1,836+273.0% | $2,723+151.6% | $2,756+148.5% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,771 | $5,170-27.0% | $5,637-33.1% | $6,940-45.7% |