Filed May 10, 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 | $72,131 | $146,267-50.7% | $197,124-63.4% | $82,448-12.5% |
| Participation rate | 98.4% | 84.0%+14.3pp | 86.7%+11.6pp | 68.1%+30.3pp |
| Annual return | 17.02% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,434 | $4,723-69.6% | $6,227-77.0% | $2,551-43.8% |
| Participant deferral / active EE | $5,197 | $7,035-26.1% | $9,135-43.1% | $4,139+25.6% |
| Admin fee / account holder | $2,283 | $14,422-84.2% | $16,298-86.0% | $7,234-68.4% |