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 | $15,308 | $110,083-86.1% | $151,628-89.9% | $68,495-77.7% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -16.72% | -10.12%-6.6pp | 3.34%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,399 | $4,470-68.7% | $6,165-77.3% | $2,596-46.1% |
| Participant deferral / active EE | $2,668 | $6,526-59.1% | $8,363-68.1% | $4,028-33.8% |
| Admin fee / account holder | $374 | $7,718-95.1% | $11,613-96.8% | $5,403-93.1% |