Filed June 21, 2016
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Participant 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 | $41,614 | $117,895-64.7% | $102,460-59.4% | $145,897-71.5% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 10.48% | 31.92%-21.4pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,413 | $3,619-61.0% | $3,025-53.3% | $4,663-69.7% |
| Participant deferral / active EE | $993 | $5,736-82.7% | $5,056-80.4% | $6,689-85.2% |
| Admin fee / account holder | $3,458 | $13,353-74.1% | $9,460-63.4% | $13,390-74.2% |