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 | $178,184 | $57,541+209.7% | $95,759+86.1% | $75,177+137.0% |
| Participation rate | 92.1% | 62.5%+29.6pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 69.68% | 34.93%+34.7pp | 28.42%+41.3pp | 160.75%-91.1pp |
| Employer contribution / active EE | $3,706 | $1,808+105.0% | $2,836+30.7% | $2,671+38.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,161 | $4,099-47.3% | $5,678-61.9% | $5,651-61.8% |