Filed February 2, 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 | $24,421 | $69,977-65.1% | $108,582-77.5% | $62,881-61.2% |
| Participation rate | 74.1% | 72.9%+1.2pp | 79.6%-5.5pp | 69.3%+4.8pp |
| Annual return | 5.49% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $512 | $2,135-76.0% | $3,758-86.4% | $2,281-77.5% |
| Participant deferral / active EE | $2,398 | $3,165-24.2% | $4,311-44.4% | $3,203-25.1% |
| Admin fee / account holder | $5,761 | $5,076+13.5% | $7,645-24.6% | $4,296+34.1% |