Filed May 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 | $23,087 | $82,674-72.1% | $125,363-81.6% | $68,495-66.3% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.15%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,243 | $3,382-33.7% | $4,815-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $1,403 | $6,111-77.0% | $7,447-81.2% | $4,028-65.2% |
| Admin fee / account holder | $389 | $6,276-93.8% | $10,005-96.1% | $5,403-92.8% |