Filed May 24, 2018
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,908 | $56,544+9.5% | $75,501-18.0% | $70,126-11.7% |
| Participation rate | 95.3% | 68.1%+27.2pp | 72.4%+23.0pp | 69.5%+25.8pp |
| Annual return | 79.28% | 23.59%+55.7pp | 27.35%+51.9pp | 73.15%+6.1pp |
| Employer contribution / active EE | $8,724 | $1,817+380.3% | $2,352+270.9% | $2,343+272.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,365 | $3,827-12.1% | $5,801-42.0% | $4,645-27.6% |