Filed February 5, 2018
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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 | $26,765 | $180,466-85.2% | $154,114-82.6% | $135,382-80.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -6.26% | 888.15%-894.4pp | 735.16%-741.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $2,396 | $6,035-60.3% | $5,298-54.8% | $4,779-49.9% |
| Participant deferral / active EE | $2,784 | $5,806-52.0% | $5,081-45.2% | $5,609-50.4% |
| Admin fee / account holder | $571 | $16,144-96.5% | $13,411-95.7% | $10,829-94.7% |