Filed January 17, 2017
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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 | $13,559 | $63,346-78.6% | $92,240-85.3% | $70,126-80.7% |
| Participation rate | 93.5% | 68.7%+24.8pp | 76.5%+17.0pp | 69.5%+23.9pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,185 | $2,471-11.6% | $3,680-40.6% | $2,343-6.7% |
| Participant deferral / active EE | $5,359 | $2,854+87.8% | $3,897+37.5% | $3,332+60.8% |
| Admin fee / account holder | $717 | $3,841-81.3% | $5,194-86.2% | $4,645-84.6% |