Filed November 21, 2017
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,455 | $57,061+60.3% | $85,063+7.5% | $80,911+13.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | -14.98% | 21.66%-36.6pp | 66.54%-81.5pp | 35.63%-50.6pp |
| Employer contribution / active EE | $15,016 | $1,799+734.8% | $2,727+450.6% | $2,756+444.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,017 | $4,986-79.6% | $6,155-83.5% | $6,935-85.3% |