Filed December 2, 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 | $20,763 | $85,766-75.8% | $136,298-84.8% | $70,126-70.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 18.74% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,709 | $2,966-42.4% | $4,696-63.6% | $2,343-27.0% |
| Participant deferral / active EE | $2,781 | $5,051-44.9% | $6,247-55.5% | $3,332-16.5% |
| Admin fee / account holder | $911 | $5,421-83.2% | $9,244-90.1% | $4,645-80.4% |