Filed May 7, 2019
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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 | $13,922 | $160,028-91.3% | $147,080-90.5% | $145,884-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 98.60%-90.6pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,458 | $5,286-72.4% | $4,933-70.4% | $4,662-68.7% |
| Participant deferral / active EE | $205 | $8,422-97.6% | $8,066-97.5% | $6,690-96.9% |
| Admin fee / account holder | $648 | $15,030-95.7% | $12,989-95.0% | $13,392-95.2% |