Filed October 20, 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 | $193,622 | $81,504+137.6% | $102,437+89.0% | $80,959+139.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 22.02% | 25.60%-3.6pp | 24.95%-2.9pp | 35.67%-13.6pp |
| Employer contribution / active EE | $30,940 | $3,104+896.9% | $3,871+699.3% | $2,757+1022.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,078 | $6,719-24.4% | $8,388-39.5% | $6,925-26.7% |