Filed September 12, 2018
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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 | $17,759 | $81,487-78.2% | $102,412-82.7% | $80,935-78.1% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.7%+4.3pp |
| Annual return | 14.88% | 25.60%-10.7pp | 24.94%-10.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,457 | $3,103-53.0% | $3,870-62.3% | $2,757-47.1% |
| Participant deferral / active EE | $3,650 | $3,871-5.7% | $5,060-27.9% | $4,299-15.1% |
| Admin fee / account holder | $1,190 | $6,717-82.3% | $8,388-85.8% | $6,924-82.8% |