Filed December 18, 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 | $4,119 | $47,944-91.4% | $67,834-93.9% | $62,881-93.4% |
| Participation rate | 92.3% | 61.1%+31.2pp | 68.8%+23.5pp | 69.3%+23.0pp |
| Annual return | 17.51% | 11.77%+5.7pp | 138.47%-121.0pp | 20.14%-2.6pp |
| Employer contribution / active EE | $450 | $1,562-71.2% | $2,403-81.3% | $2,281-80.3% |
| Participant deferral / active EE | $2,870 | $2,247+27.8% | $3,160-9.2% | $3,203-10.4% |
| Admin fee / account holder | $591 | $3,712-84.1% | $4,622-87.2% | $4,296-86.2% |