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 | $101,011 | $109,359-7.6% | $162,177-37.7% | $72,975+38.4% |
| Participation rate | 83.1% | 84.3%-1.2pp | 87.6%-4.5pp | 69.5%+13.6pp |
| Annual return | 21.47% | 25.46%-4.0pp | 115.60%-94.1pp | 81.01%-59.5pp |
| Employer contribution / active EE | $1,021 | $3,907-73.9% | $5,613-81.8% | $2,440-58.1% |
| Participant deferral / active EE | $4,014 | $5,481-26.8% | $7,297-45.0% | $3,608+11.3% |
| Admin fee / account holder | $7,144 | $7,972-10.4% | $10,843-34.1% | $5,124+39.4% |