Filed May 2, 2016
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,596 | $98,760-76.1% | $149,715-84.2% | $79,858-70.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.61% | 27.43%-10.8pp | 276.66%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,389 | $3,217-25.7% | $4,645-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $1,435 | $5,681-74.7% | $6,842-79.0% | $3,740-61.6% |
| Admin fee / account holder | $1,310 | $6,053-78.4% | $9,310-85.9% | $5,306-75.3% |