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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,445 | $94,529-58.3% | $140,019-71.8% | $64,173-38.5% |
| Participation rate | 83.7% | 84.1%-0.4pp | 87.5%-3.8pp | 69.6%+14.1pp |
| Annual return | -7.43% | 7.77%-15.2pp | 651.15%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,128 | $3,812-70.4% | $5,605-79.9% | $2,381-52.6% |
| Participant deferral / active EE | $3,290 | $5,250-37.3% | $6,927-52.5% | $3,470-5.2% |
| Admin fee / account holder | $5,306 | $6,741-21.3% | $10,705-50.4% | $4,887+8.6% |