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 | $112,639 | $54,162+108.0% | $68,612+64.2% | $64,173+75.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 58.44% | -1.62%+60.1pp | -4.63%+63.1pp | 7.63%+50.8pp |
| Employer contribution / active EE | $8,659 | $1,846+369.1% | $2,625+229.9% | $2,381+263.7% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,044 | $4,029-24.4% | $5,131-40.7% | $4,887-37.7% |