Filed April 7, 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 | $123,549 | $138,393-10.7% | $184,256-32.9% | $80,959+52.6% |
| Participation rate | 85.0% | 83.9%+1.1pp | 86.8%-1.8pp | 67.7%+17.3pp |
| Annual return | 16.97% | 20.01%-3.0pp | 28.85%-11.9pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,209 | $4,847-75.1% | $6,427-81.2% | $2,757-56.2% |
| Participant deferral / active EE | $6,187 | $7,076-12.6% | $9,133-32.3% | $4,300+43.9% |
| Admin fee / account holder | $9,075 | $10,489-13.5% | $13,899-34.7% | $6,925+31.0% |