Filed June 29, 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 | $22,621 | $100,938-77.6% | $90,461-75.0% | $158,982-85.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 21.97% | 1727.20%-1705.2pp | 1294.76%-1272.8pp | 302.99%-281.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,775 | $4,350-13.2% | $3,964-4.8% | $5,983-36.9% |
| Admin fee / account holder | $1,110 | $6,510-82.9% | $5,617-80.2% | $11,252-90.1% |