Filed July 19, 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 | $72,078 | $185,905-61.2% | $170,057-57.6% | $139,487-48.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.75% | 60.56%-47.8pp | 53.42%-40.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $7,095 | $7,597-6.6% | $6,790+4.5% | $4,755+49.2% |
| Participant deferral / active EE | $2,951 | $11,627-74.6% | $10,411-71.7% | $6,713-56.0% |
| Admin fee / account holder | $10,133 | $15,397-34.2% | $12,826-21.0% | $11,407-11.2% |