Filed March 16, 2016
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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,941 | $160,070+96.1% | $147,117+113.4% | $145,897+115.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 8.39% | 98.69%-90.3pp | 420.54%-412.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $42,457 | $5,285+703.4% | $4,932+760.8% | $4,663+810.6% |
| Participant deferral / active EE | $438 | $8,419-94.8% | $8,065-94.6% | $6,689-93.5% |
| Admin fee / account holder | $128,970 | $15,035+757.8% | $12,993+892.6% | $13,390+863.2% |