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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,831 | $124,346-40.6% | $111,308-33.7% | $167,536-55.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 7.72% | 37.45%-29.7pp | 54.67%-46.9pp | 478.82%-471.1pp |
| Employer contribution / active EE | $2,109 | $3,437-38.6% | $2,732-22.8% | $4,839-56.4% |
| Participant deferral / active EE | $1,062 | $5,182-79.5% | $4,487-76.3% | $6,342-83.3% |
| Admin fee / account holder | $16,099 | $10,621+51.6% | $7,965+102.1% | $12,315+30.7% |