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 | $149,287 | $63,764+134.1% | $81,926+82.2% | $79,858+86.9% |
| Participation rate | 70.4% | 67.5%+2.9pp | 72.0%-1.6pp | 69.6%+0.8pp |
| Annual return | 12.01% | 22.66%-10.6pp | 29.49%-17.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,927 | $2,780-30.7% | $7,108-72.9% | $3,740-48.5% |
| Admin fee / account holder | $5,151 | $4,426+16.4% | $5,159-0.1% | $5,306-2.9% |