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 | $78,888 | $140,592-43.9% | $123,105-35.9% | $125,389-37.1% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -1.39% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,303 | $6,041-61.9% | $5,151-55.3% | $4,866-52.7% |
| Participant deferral / active EE | $1,887 | $6,980-73.0% | $6,229-69.7% | $5,352-64.7% |
| Admin fee / account holder | $3,458 | $11,198-69.1% | $9,014-61.6% | $9,541-63.8% |