Filed October 14, 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 | $42,338 | $146,267-71.1% | $197,124-78.5% | $82,448-48.6% |
| Participation rate | 96.6% | 84.0%+12.6pp | 86.7%+9.9pp | 68.1%+28.6pp |
| Annual return | 15.74% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,426 | $4,723-48.6% | $6,227-61.0% | $2,551-4.9% |
| Participant deferral / active EE | $4,750 | $7,035-32.5% | $9,135-48.0% | $4,139+14.7% |
| Admin fee / account holder | $2,650 | $14,422-81.6% | $16,298-83.7% | $7,234-63.4% |