Filed November 3, 2016
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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 | $34,238 | $87,834-61.0% | $133,975-74.4% | $62,881-45.6% |
| Participation rate | 82.7% | 83.4%-0.7pp | 87.1%-4.4pp | 69.3%+13.4pp |
| Annual return | 6.88% | 12.05%-5.2pp | 29.29%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,006 | $3,482-71.1% | $5,211-80.7% | $2,281-55.9% |
| Participant deferral / active EE | $3,198 | $4,812-33.5% | $6,282-49.1% | $3,203-0.1% |
| Admin fee / account holder | $4,533 | $5,372-15.6% | $9,324-51.4% | $4,296+5.5% |