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 | $23,305 | $167,522-86.1% | $151,639-84.6% | $134,532-82.7% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -12.03% | 7.81%-19.8pp | 3.34%-15.4pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,300 | $6,828-66.3% | $6,165-62.7% | $4,741-51.5% |
| Participant deferral / active EE | $2,847 | $8,986-68.3% | $8,363-66.0% | $6,401-55.5% |
| Admin fee / account holder | $3,552 | $13,780-74.2% | $11,613-69.4% | $11,429-68.9% |