Filed August 7, 2015
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Participant 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 | $80,691 | $87,834-8.1% | $133,975-39.8% | $62,881+28.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 3.95% | 12.05%-8.1pp | 29.29%-25.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $4,452 | $3,482+27.8% | $5,211-14.6% | $2,281+95.2% |
| Participant deferral / active EE | $2,057 | $4,812-57.2% | $6,282-67.3% | $3,203-35.8% |
| Admin fee / account holder | $5,030 | $5,372-6.4% | $9,324-46.1% | $4,296+17.1% |