Filed August 2, 2016
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,922 | $146,267-46.7% | $197,124-60.5% | $82,448-5.5% |
| Participation rate | 90.4% | 84.0%+6.4pp | 86.7%+3.7pp | 68.1%+22.3pp |
| Annual return | 10.83% | 29.61%-18.8pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,192 | $4,723-53.6% | $6,227-64.8% | $2,551-14.1% |
| Participant deferral / active EE | $2,444 | $7,035-65.3% | $9,135-73.2% | $4,139-40.9% |
| Admin fee / account holder | $54,860 | $14,422+280.4% | $16,298+236.6% | $7,234+658.3% |