Filed November 2, 2017
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Participant 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 | $166,643 | $65,395+154.8% | $182,540-8.7% | $72,975+128.4% |
| Participation rate | 85.5% | 65.4%+20.0pp | 78.0%+7.5pp | 69.5%+16.0pp |
| Annual return | 20.89% | 27.68%-6.8pp | 148.58%-127.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $7,726 | $1,911+304.2% | $4,076+89.6% | $2,440+216.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,896 | $4,245-8.2% | $8,593-54.7% | $5,124-24.0% |