Filed November 24, 2014
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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 | $29,836 | $108,825-72.6% | $156,181-80.9% | $82,448-63.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -31.04% | 20.59%-51.6pp | 64.87%-95.9pp | 41.64%-72.7pp |
| Employer contribution / active EE | $15,494 | $2,870+439.9% | $4,294+260.8% | $2,551+507.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,494 | $9,341+12.4% | $14,586-28.1% | $7,234+45.1% |