Filed January 30, 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 | $213,497 | $202,345+5.5% | $172,755+23.6% | $152,885+39.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 58.92% | 1029.77%-970.9pp | 802.94%-744.0pp | 345.39%-286.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $14,563 | $5,948+144.8% | $5,198+180.2% | $5,851+148.9% |
| Admin fee / account holder | $2,285 | $17,111-86.6% | $13,955-83.6% | $11,598-80.3% |