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 | $12,547 | $52,580-76.1% | $71,671-82.5% | $70,126-82.1% |
| Participation rate | 88.0% | 60.9%+27.1pp | 68.7%+19.3pp | 69.5%+18.5pp |
| Annual return | 138.27% | 20.25%+118.0pp | 20.65%+117.6pp | 73.15%+65.1pp |
| Employer contribution / active EE | $547 | $1,616-66.1% | $2,460-77.8% | $2,343-76.7% |
| Participant deferral / active EE | $4,135 | $2,386+73.3% | $3,438+20.3% | $3,332+24.1% |
| Admin fee / account holder | $1,821 | $3,653-50.1% | $5,558-67.2% | $4,645-60.8% |