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 | $101,806 | $145,431-30.0% | $211,142-51.8% | $87,485+16.4% |
| Participation rate | 88.4% | 84.7%+3.7pp | 87.3%+1.1pp | 68.9%+19.5pp |
| Annual return | 16.60% | 27.21%-10.6pp | 46.84%-30.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,230 | $4,662-73.6% | $6,442-80.9% | $2,596-52.6% |
| Participant deferral / active EE | $3,563 | $6,859-48.1% | $9,284-61.6% | $4,274-16.6% |
| Admin fee / account holder | $3,399 | $17,052-80.1% | $19,076-82.2% | $7,775-56.3% |