Filed April 9, 2019
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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 | $25,375 | $72,404-65.0% | $110,243-77.0% | $64,173-60.5% |
| Participation rate | 73.0% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | -3.64% | -6.29%+2.7pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,356 | $2,282-40.6% | $3,827-64.6% | $2,381-43.1% |
| Participant deferral / active EE | $2,003 | $3,469-42.3% | $4,672-57.1% | $3,470-42.3% |
| Admin fee / account holder | $652 | $5,664-88.5% | $8,548-92.4% | $4,887-86.7% |