Filed October 23, 2017
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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 | $80,741 | $95,453-15.4% | $112,040-27.9% | $82,448-2.1% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.5%+13.3pp | 68.1%+21.7pp |
| Annual return | 12.34% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $645 | $2,318-72.2% | $2,954-78.2% | $2,551-74.7% |
| Participant deferral / active EE | $4,385 | $4,224+3.8% | $5,098-14.0% | $4,139+5.9% |
| Admin fee / account holder | $16,602 | $9,013+84.2% | $12,098+37.2% | $7,234+129.5% |