Filed November 4, 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 | $36,788 | $84,482-56.5% | $125,363-70.7% | $66,930-45.0% |
| Participation rate | 78.9% | 76.4%+2.5pp | 82.4%-3.5pp | 69.8%+9.1pp |
| Annual return | -25.61% | -8.49%-17.1pp | 572.15%-597.8pp | 1.57%-27.2pp |
| Employer contribution / active EE | $4 | $3,553-99.9% | $4,815-99.9% | $2,545-99.8% |
| Participant deferral / active EE | $7,575 | $6,782+11.7% | $7,447+1.7% | $4,238+78.7% |
| Admin fee / account holder | $3,072 | $685+348.6% | $10,005-69.3% | $593+417.7% |