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 | $25,217 | $125,797-80.0% | $170,043-85.2% | $75,173-66.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 7.78% | 27.20%-19.4pp | 53.40%-45.6pp | 160.72%-152.9pp |
| Employer contribution / active EE | $2,570 | $4,616-44.3% | $6,790-62.1% | $2,671-3.8% |
| Participant deferral / active EE | $3,662 | $6,838-46.5% | $10,410-64.8% | $4,126-11.3% |
| Admin fee / account holder | $1,704 | $8,177-79.2% | $12,824-86.7% | $5,651-69.8% |