Filed October 11, 2016
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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 | $13,769 | $198,457-93.1% | $170,435-91.9% | $147,586-90.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 20.86% | 257.30%-236.4pp | 205.94%-185.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,841 | $6,183-54.1% | $5,432-47.7% | $4,876-41.7% |
| Participant deferral / active EE | $4,636 | $5,629-17.6% | $4,939-6.1% | $5,439-14.8% |
| Admin fee / account holder | $628 | $16,852-96.3% | $13,881-95.5% | $10,886-94.2% |