Filed November 3, 2016
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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 | $31,854 | $171,867-81.5% | $149,721-78.7% | $147,586-78.4% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 14.31% | 2113.36%-2099.0pp | 1501.67%-1487.4pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,379 | $6,275-62.1% | $5,444-56.3% | $4,876-51.2% |
| Participant deferral / active EE | $2,801 | $7,270-61.5% | $6,568-57.3% | $5,439-48.5% |
| Admin fee / account holder | $3,546 | $13,799-74.3% | $11,282-68.6% | $10,886-67.4% |