Filed September 14, 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 | $95,000 | $67,411+40.9% | $91,004+4.4% | $70,126+35.5% |
| Participation rate | 93.5% | 71.4%+22.2pp | 75.6%+17.9pp | 69.5%+24.0pp |
| Annual return | 14.07% | -40.16%+54.2pp | 4.60%+9.5pp | 73.15%-59.1pp |
| Employer contribution / active EE | $274 | $1,786-84.7% | $2,456-88.8% | $2,343-88.3% |
| Participant deferral / active EE | $3,492 | $2,823+23.7% | $3,548-1.6% | $3,332+4.8% |
| Admin fee / account holder | $1,606 | $4,236-62.1% | $5,417-70.4% | $4,645-65.4% |