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 | $61,789+199.1% | $97,167+90.2% | $80,874+128.5% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.7%+24.3pp | 67.6%+29.3pp |
| Annual return | 12.29% | -557.90%+570.2pp | 75.27%-63.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $6,849 | $1,837+273.0% | $2,729+151.0% | $2,756+148.6% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,771 | $5,168-27.0% | $5,650-33.3% | $6,935-45.6% |