Filed November 3, 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.)
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 | $7,261 | $125,797-94.2% | $170,057-95.7% | $75,177-90.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.39% | 27.20%-21.8pp | 53.42%-48.0pp | 160.75%-155.4pp |
| Employer contribution / active EE | $1,690 | $4,616-63.4% | $6,790-75.1% | $2,671-36.7% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $922 | $8,177-88.7% | $12,826-92.8% | $5,651-83.7% |