Filed February 13, 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.)
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 | $11,139 | $41,377-73.1% | $109,313-89.8% | $62,881-82.3% |
| Participation rate | 96.2% | 57.5%+38.6pp | 71.3%+24.9pp | 69.3%+26.8pp |
| Annual return | -2.11% | 11.05%-13.2pp | 22.07%-24.2pp | 20.14%-22.3pp |
| Employer contribution / active EE | $987 | $1,276-22.6% | $3,892-74.6% | $2,281-56.7% |
| Participant deferral / active EE | $217 | $2,045-89.4% | $3,166-93.1% | $3,203-93.2% |
| Admin fee / account holder | $1,247 | $2,884-56.8% | $5,666-78.0% | $4,296-71.0% |