Filed November 5, 2016
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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 | $24,326 | $123,793-80.3% | $177,840-86.3% | $79,852-69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.94% | 22.82%-11.9pp | 48.32%-37.4pp | 31.72%-20.8pp |
| Employer contribution / active EE | $1,961 | $4,095-52.1% | $5,919-66.9% | $2,471-20.6% |
| Participant deferral / active EE | $1,983 | $5,956-66.7% | $7,714-74.3% | $3,740-47.0% |
| Admin fee / account holder | $1,709 | $7,243-76.4% | $12,431-86.3% | $5,306-67.8% |