Filed January 18, 2017 (most recent of 2 filings on file)
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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 | $24,075 | $87,834-72.6% | $133,975-82.0% | $62,881-61.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 87.1%+3.8pp | 69.3%+21.6pp |
| Annual return | 7.62% | 12.05%-4.4pp | 29.29%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,640 | $3,482-52.9% | $5,211-68.5% | $2,281-28.1% |
| Participant deferral / active EE | $3,051 | $4,812-36.6% | $6,282-51.4% | $3,203-4.7% |
| Admin fee / account holder | $882 | $5,372-83.6% | $9,324-90.5% | $4,296-79.5% |