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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,666 | $94,529-16.8% | $140,019-43.8% | $64,173+22.6% |
| Participation rate | 74.5% | 84.1%-9.5pp | 87.5%-13.0pp | 69.6%+5.0pp |
| Annual return | -4.92% | 7.77%-12.7pp | 651.17%-656.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,846 | $3,812-51.6% | $5,605-67.1% | $2,381-22.5% |
| Participant deferral / active EE | $1,331 | $5,250-74.7% | $6,927-80.8% | $3,470-61.6% |
| Admin fee / account holder | $12,597 | $6,741+86.9% | $10,705+17.7% | $4,887+157.7% |