Filed October 23, 2017
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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 | $11,250 | $60,349-81.4% | $74,184-84.8% | $62,881-82.1% |
| Participation rate | 94.9% | 72.7%+22.2pp | 76.6%+18.3pp | 69.3%+25.6pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $7,459 | $1,680+343.9% | $2,370+214.7% | $2,281+227.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,969 | $4,261-30.3% | $5,586-46.9% | $4,296-30.9% |