Filed September 6, 2017 (most recent of 3 filings on file)
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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 | $31,506 | $87,834-64.1% | $133,975-76.5% | $62,881-49.9% |
| Participation rate | 84.3% | 83.4%+0.9pp | 87.1%-2.8pp | 69.3%+15.0pp |
| Annual return | 3.80% | 12.05%-8.2pp | 29.29%-25.5pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,814 | $3,482-47.9% | $5,211-65.2% | $2,281-20.5% |
| Participant deferral / active EE | $2,757 | $4,812-42.7% | $6,282-56.1% | $3,203-13.9% |
| Admin fee / account holder | $725 | $5,372-86.5% | $9,324-92.2% | $4,296-83.1% |