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 | $48,205 | $110,083-56.2% | $151,628-68.2% | $68,495-29.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -16.15% | -10.12%-6.0pp | 3.34%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,091 | $4,470-75.6% | $6,165-82.3% | $2,596-58.0% |
| Participant deferral / active EE | $3,397 | $6,526-48.0% | $8,363-59.4% | $4,028-15.7% |
| Admin fee / account holder | $16,820 | $7,718+117.9% | $11,613+44.8% | $5,403+211.3% |