Filed August 30, 2016
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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 | $51,432 | $67,602-23.9% | $82,312-37.5% | $70,126-26.7% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | -0.24% | 21.57%-21.8pp | 25.88%-26.1pp | 73.15%-73.4pp |
| Employer contribution / active EE | $2 | $1,755-99.9% | $2,428-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,163 | $4,512-29.9% | $5,608-43.6% | $4,645-31.9% |