Filed October 16, 2017
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Employer 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 | $74,644 | $98,776-24.4% | $149,745-50.2% | $79,856-6.5% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 11.53% | 27.38%-15.8pp | 276.72%-265.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,509 | $5,681-20.6% | $6,843-34.1% | $3,741+20.5% |
| Admin fee / account holder | $1,534 | $6,053-74.6% | $9,312-83.5% | $5,306-71.1% |