Filed December 12, 2018 (most recent of 2 filings on file)
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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 | $15,193 | $69,977-78.3% | $108,582-86.0% | $62,881-75.8% |
| Participation rate | 98.7% | 72.9%+25.8pp | 79.6%+19.2pp | 69.3%+29.4pp |
| Annual return | -1.06% | 10.73%-11.8pp | -51.70%+50.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $1,517 | $2,135-28.9% | $3,758-59.6% | $2,281-33.5% |
| Participant deferral / active EE | $5,056 | $3,165+59.8% | $4,311+17.3% | $3,203+57.9% |
| Admin fee / account holder | $499 | $5,076-90.2% | $7,645-93.5% | $4,296-88.4% |