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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,889 | $58,523+10.9% | $99,479-34.8% | $72,976-11.1% |
| Participation rate | 96.4% | 64.6%+31.8pp | 73.8%+22.6pp | 69.5%+26.9pp |
| Annual return | 9.37% | 28.51%-19.1pp | 30.72%-21.3pp | 81.02%-71.6pp |
| Employer contribution / active EE | $3,375 | $1,512+123.2% | $2,540+32.9% | $2,440+38.3% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,297 | $4,102-68.4% | $6,253-79.3% | $5,124-74.7% |