Filed June 21, 2018
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,078 | $94,529-39.6% | $140,019-59.2% | $64,173-11.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -2.16% | 7.77%-9.9pp | 651.17%-653.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,095 | $3,812-71.3% | $5,605-80.5% | $2,381-54.0% |
| Participant deferral / active EE | $2,851 | $5,250-45.7% | $6,927-58.8% | $3,470-17.8% |
| Admin fee / account holder | $6,570 | $6,741-2.5% | $10,705-38.6% | $4,887+34.4% |