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 | $11,146 | $55,713-80.0% | $75,894-85.3% | $72,983-84.7% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.3%+20.2pp | 69.5%+20.0pp |
| Annual return | 25.20% | 27.60%-2.4pp | 30.76%-5.6pp | 81.01%-55.8pp |
| Employer contribution / active EE | $589 | $1,687-65.1% | $2,501-76.4% | $2,440-75.9% |
| Participant deferral / active EE | $4,717 | $2,634+79.1% | $3,603+30.9% | $3,608+30.7% |
| Admin fee / account holder | $2,936 | $3,980-26.3% | $5,420-45.8% | $5,124-42.7% |