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 | $81,994 | $112,131-26.9% | $95,964-14.6% | $158,982-48.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.38% | 171.19%-159.8pp | 91.64%-80.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $1,752 | $3,199-45.2% | $2,541-31.1% | $4,763-63.2% |
| Participant deferral / active EE | $855 | $4,784-82.1% | $4,167-79.5% | $5,983-85.7% |
| Admin fee / account holder | $445 | $10,136-95.6% | $6,797-93.4% | $11,252-96.0% |