Filed May 27, 2015
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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 | $79,666 | $91,559-13.0% | $133,978-40.5% | $79,856-0.2% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 13.12% | 61.85%-48.7pp | 45.10%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $365 | $2,384-84.7% | $3,919-90.7% | $2,471-85.2% |
| Participant deferral / active EE | $3,678 | $3,734-1.5% | $5,047-27.1% | $3,741-1.7% |
| Admin fee / account holder | $974 | $6,321-84.6% | $8,930-89.1% | $5,306-81.7% |