Filed February 3, 2016
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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 | $14,554 | $127,386-88.6% | $115,037-87.3% | $125,388-88.4% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 6.01% | 31.28%-25.3pp | 26.14%-20.1pp | 282.24%-276.2pp |
| Employer contribution / active EE | $2,123 | $5,166-58.9% | $4,608-53.9% | $4,866-56.4% |
| Participant deferral / active EE | $5,371 | $6,423-16.4% | $6,026-10.9% | $5,352+0.4% |
| Admin fee / account holder | $976 | $9,516-89.7% | $8,175-88.1% | $9,541-89.8% |