Filed November 3, 2016
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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.)
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 | $24,189 | $153,769-84.3% | $133,975-81.9% | $273,972-91.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.29%-24.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,969 | $6,029-67.3% | $5,211-62.2% | $4,869-59.6% |
| Participant deferral / active EE | $2,188 | $6,958-68.6% | $6,282-65.2% | $5,287-58.6% |
| Admin fee / account holder | $7,770 | $11,765-34.0% | $9,324-16.7% | $10,133-23.3% |