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 | $217 | $99,380-99.8% | $90,312-99.8% | $155,188-99.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | -216.79% | 19.35%-236.1pp | 18.90%-235.7pp | 148.84%-365.6pp |
| Employer contribution / active EE | $19,411 | $2,390+712.2% | $2,243+765.6% | $4,248+357.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,564 | $9,766-73.7% | $8,248-68.9% | $14,480-82.3% |