Filed November 29, 2017
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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.)
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 | $9,805 | $56,894-82.8% | $84,753-88.4% | $62,881-84.4% |
| Participation rate | 94.8% | 68.5%+26.3pp | 76.6%+18.3pp | 69.3%+25.5pp |
| Annual return | 6.06% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $971 | $2,400-59.5% | $3,574-72.8% | $2,281-57.4% |
| Participant deferral / active EE | $158 | $2,709-94.2% | $3,712-95.8% | $3,203-95.1% |
| Admin fee / account holder | $2,103 | $3,581-41.3% | $5,333-60.6% | $4,296-51.0% |