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 | $31,073 | $94,529-67.1% | $140,019-77.8% | $64,173-51.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 87.5%+3.4pp | 69.6%+21.3pp |
| Annual return | -5.49% | 7.77%-13.3pp | 651.17%-656.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,854 | $3,812-51.4% | $5,605-66.9% | $2,381-22.1% |
| Participant deferral / active EE | $3,538 | $5,250-32.6% | $6,927-48.9% | $3,470+2.0% |
| Admin fee / account holder | $494 | $6,741-92.7% | $10,705-95.4% | $4,887-89.9% |