Filed November 9, 2016 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,325 | $86,949-87.0% | $102,460-88.9% | $80,959-86.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.40% | 18.89%-10.5pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,527 | $2,370-35.6% | $3,025-49.5% | $2,757-44.6% |
| Participant deferral / active EE | $1,730 | $4,121-58.0% | $5,056-65.8% | $4,300-59.8% |
| Admin fee / account holder | $1,356 | $8,048-83.1% | $9,460-85.7% | $6,925-80.4% |