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 | $97,550-17.2% | $120,344-32.9% | $87,485-7.7% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.7%+13.1pp | 68.9%+20.9pp |
| Annual return | 12.34% | 18.41%-6.1pp | 20.30%-8.0pp | 26.06%-13.7pp |
| Employer contribution / active EE | $645 | $2,291-71.8% | $3,020-78.6% | $2,596-75.2% |
| Participant deferral / active EE | $4,385 | $4,230+3.7% | $5,135-14.6% | $4,274+2.6% |
| Admin fee / account holder | $16,602 | $9,543+74.0% | $12,742+30.3% | $7,775+113.5% |