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 | $82,027 | $65,395+25.4% | $182,558-55.1% | $72,976+12.4% |
| Participation rate | 89.3% | 65.4%+23.8pp | 78.0%+11.3pp | 69.5%+19.8pp |
| Annual return | 21.56% | 27.68%-6.1pp | 148.59%-127.0pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,282 | $3,563+104.4% | $5,526+31.8% | $3,608+101.9% |
| Admin fee / account holder | $9,183 | $4,245+116.3% | $8,594+6.8% | $5,124+79.2% |