Filed February 9, 2018
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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,649 | $180,459-92.4% | $154,108-91.1% | $135,380-89.9% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -11.49% | 888.21%-899.7pp | 735.21%-746.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $2,772 | $6,035-54.1% | $5,298-47.7% | $4,779-42.0% |
| Participant deferral / active EE | $3,170 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $357 | $16,145-97.8% | $13,411-97.3% | $10,828-96.7% |