Filed March 2, 2015
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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 | $43,024 | $87,834-51.0% | $133,975-67.9% | $62,881-31.6% |
| Participation rate | 86.0% | 83.4%+2.6pp | 87.1%-1.1pp | 69.3%+16.7pp |
| Annual return | 7.72% | 12.05%-4.3pp | 29.29%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $974 | $3,482-72.0% | $5,211-81.3% | $2,281-57.3% |
| Participant deferral / active EE | $3,411 | $4,812-29.1% | $6,282-45.7% | $3,203+6.5% |
| Admin fee / account holder | $1,642 | $5,372-69.4% | $9,324-82.4% | $4,296-61.8% |