Filed April 4, 2018
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,305 | $88,707-85.0% | $74,183-82.1% | $273,968-95.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.36% | 11.94%-15.3pp | 17.74%-21.1pp | 41.45%-44.8pp |
| Employer contribution / active EE | $1,876 | $3,159-40.6% | $2,370-20.8% | $4,869-61.5% |
| Participant deferral / active EE | $3,163 | $4,212-24.9% | $3,550-10.9% | $5,287-40.2% |
| Admin fee / account holder | $610 | $8,717-93.0% | $5,586-89.1% | $10,132-94.0% |