Filed November 14, 2018
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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 | $9,812 | $155,555-93.7% | $146,866-93.3% | $155,188-93.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 23.48% | 115.41%-91.9pp | 102.85%-79.4pp | 148.84%-125.4pp |
| Employer contribution / active EE | $2,109 | $4,647-54.6% | $4,425-52.3% | $4,248-50.4% |
| Participant deferral / active EE | $4,527 | $8,044-43.7% | $7,759-41.7% | $6,531-30.7% |
| Admin fee / account holder | $1,247 | $14,755-91.5% | $13,620-90.8% | $14,480-91.4% |