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 | $25,702 | $160,059-83.9% | $140,019-81.6% | $135,379-81.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.33% | 911.44%-919.8pp | 651.15%-659.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,272 | $6,420-64.6% | $5,605-59.5% | $4,779-52.5% |
| Participant deferral / active EE | $2,780 | $7,641-63.6% | $6,927-59.9% | $5,609-50.4% |
| Admin fee / account holder | $995 | $13,328-92.5% | $10,705-90.7% | $10,828-90.8% |