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 | $108,628 | $61,660+76.2% | $80,022+35.7% | $64,181+69.3% |
| Participation rate | 87.5% | 71.7%+15.8pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | -5.85% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $297 | $1,810-83.6% | $2,468-87.9% | $2,381-87.5% |
| Participant deferral / active EE | $3,834 | $2,968+29.2% | $3,686+4.0% | $3,470+10.5% |
| Admin fee / account holder | $849 | $5,417-84.3% | $6,521-87.0% | $4,887-82.6% |