Filed February 5, 2018
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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 | $24,169 | $135,956-82.2% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 5.58% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,071 | $5,170-59.9% | $4,617-55.1% | $4,869-57.5% |
| Participant deferral / active EE | $1,873 | $6,343-70.5% | $5,984-68.7% | $5,287-64.6% |
| Admin fee / account holder | $1,104 | $9,817-88.8% | $8,357-86.8% | $10,133-89.1% |