Filed November 15, 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 | $12,596 | $138,078-90.9% | $125,363-90.0% | $134,509-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.77% | 750.49%-771.3pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $4,030 | $5,245-23.2% | $4,815-16.3% | $4,741-15.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,474 | $11,566-87.3% | $10,005-85.3% | $11,427-87.1% |