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 | $101,886 | $81,870+24.4% | $119,634-14.8% | $68,490+48.8% |
| Participation rate | 77.1% | 71.9%+5.2pp | 79.3%-2.1pp | 67.9%+9.2pp |
| Annual return | -10.22% | -23.82%+13.6pp | -14.98%+4.8pp | -7.85%-2.4pp |
| Employer contribution / active EE | $418 | $2,692-84.5% | $4,232-90.1% | $2,597-83.9% |
| Participant deferral / active EE | $2,971 | $4,148-28.4% | $5,601-47.0% | $4,028-26.2% |
| Admin fee / account holder | $8,027 | $6,583+21.9% | $10,329-22.3% | $5,403+48.6% |