Filed October 9, 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 | $17,360 | $67,411-74.2% | $91,004-80.9% | $70,126-75.2% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 10.97% | -40.16%+51.1pp | 4.60%+6.4pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,376 | $1,786-23.0% | $2,456-44.0% | $2,343-41.3% |
| Participant deferral / active EE | $1,921 | $2,823-31.9% | $3,548-45.9% | $3,332-42.3% |
| Admin fee / account holder | $9,916 | $4,236+134.1% | $5,417+83.0% | $4,645+113.5% |