Filed June 1, 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 | $44,659 | $152,619-70.7% | $125,195-64.3% | $152,909-70.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.25% | 54.85%-36.6pp | 43.79%-25.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,581 | $4,947-68.0% | $3,866-59.1% | $4,764-66.8% |
| Participant deferral / active EE | $1,579 | $5,869-73.1% | $4,937-68.0% | $5,851-73.0% |
| Admin fee / account holder | $8,165 | $13,437-39.2% | $9,704-15.9% | $11,601-29.6% |