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 | $124,094 | $53,162+133.4% | $91,227+36.0% | $68,490+81.2% |
| Participation rate | 96.2% | 63.2%+32.9pp | 73.2%+23.0pp | 67.9%+28.3pp |
| Annual return | 13.37% | -3.14%+16.5pp | 114.14%-100.8pp | -7.85%+21.2pp |
| Employer contribution / active EE | $3,849 | $1,709+125.2% | $2,851+35.0% | $2,597+48.2% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,479 | $4,493-67.1% | $5,423-72.7% | $5,403-72.6% |