Filed September 6, 2018
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,616 | $146,267-83.9% | $197,124-88.0% | $82,448-71.4% |
| Participation rate | 94.5% | 84.0%+10.5pp | 86.7%+7.8pp | 68.1%+26.4pp |
| Annual return | 27.89% | 29.61%-1.7pp | 44.34%-16.5pp | 41.64%-13.7pp |
| Employer contribution / active EE | $1,840 | $4,723-61.1% | $6,227-70.5% | $2,551-27.9% |
| Participant deferral / active EE | $2,240 | $7,035-68.2% | $9,135-75.5% | $4,139-45.9% |
| Admin fee / account holder | $796 | $14,422-94.5% | $16,298-95.1% | $7,234-89.0% |