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.)
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 | $11,307 | $49,280-77.1% | $67,313-83.2% | $64,173-82.4% |
| Participation rate | 77.4% | 60.8%+16.6pp | 69.1%+8.3pp | 69.6%+7.8pp |
| Annual return | -9.36% | -1.39%-8.0pp | -4.08%-5.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $501 | $1,668-69.9% | $2,566-80.5% | $2,381-78.9% |
| Participant deferral / active EE | $4,467 | $2,484+79.8% | $3,568+25.2% | $3,470+28.7% |
| Admin fee / account holder | $4,570 | $3,863+18.3% | $4,507+1.4% | $4,887-6.5% |