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 | $110,525 | $66,431+66.4% | $109,916+0.6% | $85,851+28.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 74.2%+19.1pp | 69.3%+24.0pp |
| Annual return | 8.37% | 19.59%-11.2pp | 29.46%-21.1pp | 318.63%-310.3pp |
| Employer contribution / active EE | $2,783 | $1,688+64.9% | $2,844-2.2% | $2,565+8.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $4,047-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,077 | $4,559-76.4% | $6,069-82.3% | $6,261-82.8% |