Filed May 22, 2019
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,026 | $167,522-91.6% | $151,639-90.8% | $134,532-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.40% | 7.81%-37.2pp | 3.34%-32.7pp | 418.27%-447.7pp |
| Employer contribution / active EE | $1,705 | $6,828-75.0% | $6,165-72.3% | $4,741-64.0% |
| Participant deferral / active EE | $4,596 | $8,986-48.9% | $8,363-45.0% | $6,401-28.2% |
| Admin fee / account holder | $15,713 | $13,780+14.0% | $11,613+35.3% | $11,429+37.5% |