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 | $72,396 | $184,000-60.7% | $162,185-55.4% | $152,909-52.7% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.5%+9.2pp |
| Annual return | 16.51% | 150.80%-134.3pp | 115.61%-99.1pp | 345.46%-329.0pp |
| Employer contribution / active EE | $2,331 | $6,370-63.4% | $5,613-58.5% | $4,764-51.1% |
| Participant deferral / active EE | $1,252 | $8,033-84.4% | $7,297-82.8% | $5,851-78.6% |
| Admin fee / account holder | $1,116 | $13,124-91.5% | $10,844-89.7% | $11,601-90.4% |