Filed October 19, 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 | $22,519 | $181,896-87.6% | $156,551-85.6% | $273,972-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.05% | 30.74%-26.7pp | 32.23%-28.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $7,300 | $6,248+16.8% | $5,501+32.7% | $4,869+49.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,864 | $15,560-55.9% | $13,028-47.3% | $10,133-32.3% |