Filed November 26, 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,383 | $75,183-79.5% | $123,894-87.6% | $55,167-72.1% |
| Participation rate | 92.2% | 72.8%+19.3pp | 81.4%+10.7pp | 69.0%+23.2pp |
| Annual return | 4.97% | 19.01%-14.0pp | 47.52%-42.5pp | 169.23%-164.3pp |
| Employer contribution / active EE | $1,423 | $2,823-49.6% | $4,617-69.2% | $1,963-27.5% |
| Participant deferral / active EE | $3,936 | $5,084-22.6% | $5,984-34.2% | $3,054+28.9% |
| Admin fee / account holder | $4,583 | $663+591.8% | $8,357-45.2% | $504+809.6% |