Filed February 8, 2017
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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 | $82,152 | $138,393-40.6% | $184,256-55.4% | $80,959+1.5% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.9pp | 67.7%+22.0pp |
| Annual return | 18.76% | 20.01%-1.2pp | 28.85%-10.1pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,153 | $4,847-76.2% | $6,427-82.1% | $2,757-58.2% |
| Participant deferral / active EE | $3,323 | $7,076-53.0% | $9,133-63.6% | $4,300-22.7% |
| Admin fee / account holder | $9,897 | $10,489-5.6% | $13,899-28.8% | $6,925+42.9% |