Filed July 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,708 | $39,162+21.8% | $100,671-52.6% | $59,633-20.0% |
| Participation rate | 91.4% | 55.9%+35.6pp | 70.7%+20.7pp | 68.7%+22.8pp |
| Annual return | -1.86% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $7,034 | $1,151+511.3% | $4,012+75.3% | $2,203+219.3% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $371 | $2,969-87.5% | $4,850-92.3% | $4,297-91.4% |