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 | $67,896 | $62,672+8.3% | $185,117-63.3% | $70,126-3.2% |
| Participation rate | 86.1% | 63.8%+22.3pp | 77.3%+8.8pp | 69.5%+16.6pp |
| Annual return | 15.68% | 40.79%-25.1pp | 40.50%-24.8pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,278 | $3,272+91.9% | $5,045+24.4% | $3,332+88.4% |
| Admin fee / account holder | $7,495 | $3,932+90.6% | $8,159-8.1% | $4,645+61.3% |