Filed May 13, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $17,502 | $71,872-75.6% | $86,691-79.8% | $68,495-74.4% |
| Participation rate | 74.4% | 72.2%+2.2pp | 76.6%-2.2pp | 67.9%+6.5pp |
| Annual return | -16.29% | 3.53%-19.8pp | 35.94%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,546 | $2,173-28.9% | $2,837-45.5% | $2,596-40.5% |
| Participant deferral / active EE | $2,544 | $3,779-32.7% | $4,656-45.4% | $4,028-36.8% |
| Admin fee / account holder | $744 | $6,112-87.8% | $7,492-90.1% | $5,403-86.2% |