Filed July 25, 2017 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,255 | $102,661-69.6% | $151,639-79.4% | $66,938-53.3% |
| Participation rate | 97.2% | 85.5%+11.6pp | 87.5%+9.7pp | 69.8%+27.4pp |
| Annual return | -11.85% | -10.81%-1.0pp | 3.34%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $1,676 | $4,184-59.9% | $6,165-72.8% | $2,545-34.1% |
| Participant deferral / active EE | $4,076 | $6,645-38.7% | $8,363-51.3% | $4,238-3.8% |
| Admin fee / account holder | $17,495 | $630+2674.8% | $11,613+50.7% | $594+2847.8% |