Filed May 24, 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 | $166,100 | $56,544+193.8% | $75,501+120.0% | $70,126+136.9% |
| Participation rate | 91.3% | 68.1%+23.2pp | 72.4%+18.9pp | 69.5%+21.8pp |
| Annual return | 13.56% | 23.59%-10.0pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,453 | $2,580+33.8% | $3,142+9.9% | $3,332+3.6% |
| Admin fee / account holder | $24,285 | $3,827+534.6% | $5,801+318.7% | $4,645+422.8% |