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 | $73,941 | $88,707-16.6% | $74,184-0.3% | $273,972-73.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.99% | 11.94%-8.0pp | 17.74%-13.7pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,818 | $3,159-42.5% | $2,370-23.3% | $4,869-62.7% |
| Participant deferral / active EE | $701 | $4,212-83.4% | $3,550-80.3% | $5,287-86.7% |
| Admin fee / account holder | $2,454 | $8,717-71.8% | $5,586-56.1% | $10,133-75.8% |