Filed November 5, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,042 | $138,393-79.7% | $184,256-84.8% | $80,959-65.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 8.57% | 20.01%-11.4pp | 28.85%-20.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $2,509 | $4,847-48.2% | $6,427-61.0% | $2,757-9.0% |
| Participant deferral / active EE | $4,041 | $7,076-42.9% | $9,133-55.8% | $4,300-6.0% |
| Admin fee / account holder | $728 | $10,489-93.1% | $13,899-94.8% | $6,925-89.5% |