Filed February 27, 2016
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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 | $89,394 | $87,834+1.8% | $133,975-33.3% | $62,881+42.2% |
| Participation rate | 92.5% | 83.4%+9.1pp | 87.1%+5.4pp | 69.3%+23.2pp |
| Annual return | 7.85% | 12.05%-4.2pp | 29.29%-21.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $882 | $3,482-74.7% | $5,211-83.1% | $2,281-61.3% |
| Participant deferral / active EE | $5,507 | $4,812+14.5% | $6,282-12.3% | $3,203+71.9% |
| Admin fee / account holder | $1,633 | $5,372-69.6% | $9,324-82.5% | $4,296-62.0% |