Filed November 30, 2015
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Employer 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 | $236,697 | $106,923+121.4% | $84,023+181.7% | $152,909+54.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.05% | 105.02%-94.0pp | 71.32%-60.3pp | 345.46%-334.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,358 | $4,013+232.9% | $3,239+312.4% | $5,851+128.3% |
| Admin fee / account holder | $24,583 | $8,289+196.6% | $6,102+302.9% | $11,601+111.9% |