Filed January 4, 2018
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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 | $222 | $95,664-99.8% | $76,902-99.7% | $139,487-99.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -7919.56% | 55.03%-7974.6pp | 37.91%-7957.5pp | 373.84%-8293.4pp |
| Employer contribution / active EE | $37,712 | $3,147+1098.4% | $2,534+1388.3% | $4,755+693.2% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,863 | $8,311-17.4% | $5,479+25.3% | $11,407-39.8% |