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 | $48,040 | $100,811-52.3% | $86,698-44.6% | $134,545-64.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.01% | 29.11%-34.1pp | 35.96%-41.0pp | 418.37%-423.4pp |
| Employer contribution / active EE | $1,162 | $3,490-66.7% | $2,837-59.1% | $4,742-75.5% |
| Participant deferral / active EE | $1,052 | $5,339-80.3% | $4,656-77.4% | $6,401-83.6% |
| Admin fee / account holder | $5,591 | $10,926-48.8% | $7,492-25.4% | $11,431-51.1% |