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 | $7,072 | $58,726-88.0% | $92,240-92.3% | $62,293-88.6% |
| Participation rate | 94.1% | 68.3%+25.7pp | 76.5%+17.6pp | 69.5%+24.5pp |
| Annual return | 14.62% | 43.62%-29.0pp | 176.29%-161.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $2,248 | $2,392-6.0% | $3,680-38.9% | $2,042+10.1% |
| Participant deferral / active EE | $346 | $2,766-87.5% | $3,897-91.1% | $3,169-89.1% |
| Admin fee / account holder | $3,718 | $556+568.2% | $5,194-28.4% | $479+675.7% |