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 | $82,027 | $103,393-20.7% | $87,103-5.8% | $152,909-46.4% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.9%+16.0pp | 82.5%+10.4pp |
| Annual return | 12.65% | 28.10%-15.5pp | 28.19%-15.5pp | 345.46%-332.8pp |
| Employer contribution / active EE | $2,307 | $3,221-28.4% | $2,521-8.5% | $4,764-51.6% |
| Participant deferral / active EE | $1,190 | $4,778-75.1% | $4,049-70.6% | $5,851-79.7% |
| Admin fee / account holder | $4,446 | $12,195-63.5% | $7,491-40.6% | $11,601-61.7% |