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 | $87,299 | $109,359-20.2% | $162,185-46.2% | $72,976+19.6% |
| Participation rate | 93.0% | 84.3%+8.8pp | 87.6%+5.5pp | 69.5%+23.5pp |
| Annual return | 20.83% | 25.46%-4.6pp | 115.61%-94.8pp | 81.02%-60.2pp |
| Employer contribution / active EE | $2,120 | $3,907-45.7% | $5,613-62.2% | $2,440-13.1% |
| Participant deferral / active EE | $2,141 | $5,481-60.9% | $7,297-70.7% | $3,608-40.6% |
| Admin fee / account holder | $3,082 | $7,972-61.3% | $10,844-71.6% | $5,124-39.9% |