Filed August 18, 2015
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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 | $62,752 | $52,519+19.5% | $155,789-59.7% | $59,633+5.2% |
| Participation rate | 88.6% | 61.7%+26.9pp | 76.1%+12.5pp | 68.7%+19.9pp |
| Annual return | 8.43% | 53.51%-45.1pp | 71.54%-63.1pp | 2041.45%-2033.0pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,824 | $3,084+121.2% | $4,798+42.2% | $3,192+113.8% |
| Admin fee / account holder | $13,121 | $3,540+270.7% | $7,477+75.5% | $4,297+205.4% |