Filed May 10, 2016
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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 | $108,452 | $134,001-19.1% | $112,258-3.4% | $134,509-19.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -14.74% | 47.15%-61.9pp | 27.47%-42.2pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,467 | $5,291-34.5% | $4,728-26.7% | $6,400-45.8% |
| Admin fee / account holder | $54,643 | $7,491+629.5% | $6,411+752.3% | $11,427+378.2% |