Filed November 17, 2017
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,957 | $201,259-56.8% | $184,200-52.8% | $145,959-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.06% | 28.98%+1.1pp | 28.80%+1.3pp | 561.95%-531.9pp |
| Employer contribution / active EE | $3,002 | $7,018-57.2% | $6,424-53.3% | $4,661-35.6% |
| Participant deferral / active EE | $2,721 | $9,806-72.2% | $9,132-70.2% | $6,689-59.3% |
| Admin fee / account holder | $5,884 | $16,372-64.1% | $13,907-57.7% | $13,398-56.1% |