Filed December 2, 2016
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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 | $107,620 | $160,070-32.8% | $147,117-26.8% | $145,897-26.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.94% | 98.69%-85.8pp | 420.54%-407.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17,989 | $8,419+113.7% | $8,065+123.1% | $6,689+168.9% |
| Admin fee / account holder | $21,406 | $15,035+42.4% | $12,993+64.8% | $13,390+59.9% |