Filed September 25, 2017
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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 | $23,491 | $114,119-79.4% | $107,187-78.1% | $138,895-83.1% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 79.9%+13.8pp |
| Annual return | 14.59% | 273.21%-258.6pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,984 | $5,538-46.1% | $5,096-41.4% | $6,396-53.3% |
| Admin fee / account holder | $1,281 | $10,024-87.2% | $9,162-86.0% | $12,562-89.8% |