Filed February 6, 2018
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Employer 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 | $226,312 | $86,940+160.3% | $102,434+120.9% | $80,935+179.6% |
| Participation rate | 72.3% | 72.4%-0.1pp | 76.5%-4.2pp | 67.7%+4.6pp |
| Annual return | 11.00% | 18.89%-7.9pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $662 | $2,370-72.1% | $3,023-78.1% | $2,757-76.0% |
| Participant deferral / active EE | $4,530 | $4,121+9.9% | $5,055-10.4% | $4,299+5.4% |
| Admin fee / account holder | $14,262 | $8,047+77.2% | $9,462+50.7% | $6,924+106.0% |