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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,311 | $56,054+9.4% | $171,082-64.2% | $62,881-2.5% |
| Participation rate | 81.6% | 62.9%+18.7pp | 76.7%+4.9pp | 69.3%+12.3pp |
| Annual return | 5.34% | 22.52%-17.2pp | 32.56%-27.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,929 | $3,158+56.1% | $4,797+2.8% | $3,203+53.9% |
| Admin fee / account holder | $12,345 | $3,647+238.5% | $8,520+44.9% | $4,296+187.4% |