Filed September 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 | $6,703 | $88,707-92.4% | $74,184-91.0% | $273,972-97.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.39% | 11.94%-3.5pp | 17.74%-9.3pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,794 | $3,159-43.2% | $2,370-24.3% | $4,869-63.2% |
| Participant deferral / active EE | $3,363 | $4,212-20.2% | $3,550-5.3% | $5,287-36.4% |
| Admin fee / account holder | $974 | $8,717-88.8% | $5,586-82.6% | $10,133-90.4% |