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 | $145,431-46.4% | $211,142-63.1% | $87,485-10.9% |
| Participation rate | 90.4% | 84.7%+5.6pp | 87.3%+3.1pp | 68.9%+21.5pp |
| Annual return | 10.83% | 27.21%-16.4pp | 46.84%-36.0pp | 26.06%-15.2pp |
| Employer contribution / active EE | $2,192 | $4,662-53.0% | $6,442-66.0% | $2,596-15.6% |
| Participant deferral / active EE | $2,444 | $6,859-64.4% | $9,284-73.7% | $4,274-42.8% |
| Admin fee / account holder | $54,860 | $17,052+221.7% | $19,076+187.6% | $7,775+605.6% |