Filed April 4, 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 | $85,799 | $817,678-89.5% | $392,568-78.1% | $152,909-43.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 25.00% | 22.84%+2.2pp | 24.42%+0.6pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,266 | $8,398-61.1% | $5,985-45.4% | $5,851-44.2% |
| Admin fee / account holder | $431 | $12,095-96.4% | $6,260-93.1% | $11,601-96.3% |