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 | $201,370-56.8% | $184,256-52.8% | $145,897-40.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.06% | 29.05%+1.0pp | 28.85%+1.2pp | 552.29%-522.2pp |
| Employer contribution / active EE | $3,002 | $7,024-57.3% | $6,427-53.3% | $4,663-35.6% |
| Participant deferral / active EE | $2,721 | $9,808-72.3% | $9,133-70.2% | $6,689-59.3% |
| Admin fee / account holder | $5,884 | $16,364-64.0% | $13,899-57.7% | $13,390-56.1% |