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 | $145,431-70.9% | $211,142-79.9% | $87,485-51.6% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.3%+9.3pp | 68.9%+27.7pp |
| Annual return | 15.74% | 27.21%-11.5pp | 46.84%-31.1pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,426 | $4,662-48.0% | $6,442-62.3% | $2,596-6.6% |
| Participant deferral / active EE | $4,750 | $6,859-30.7% | $9,284-48.8% | $4,274+11.1% |
| Admin fee / account holder | $2,650 | $17,052-84.5% | $19,076-86.1% | $7,775-65.9% |