Filed March 7, 2019
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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.)
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 | $14,700 | $166,268-91.2% | $165,100-91.1% | $145,897-89.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.00% | 100.52%-112.5pp | 70.21%-82.2pp | 552.29%-564.3pp |
| Employer contribution / active EE | $1,108 | $5,284-79.0% | $4,348-74.5% | $4,663-76.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $369 | $16,659-97.8% | $12,696-97.1% | $13,390-97.2% |