Filed February 24, 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 | $23,060 | $171,867-86.6% | $149,721-84.6% | $147,586-84.4% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 16.59% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,325 | $7,270-81.8% | $6,568-79.8% | $5,439-75.6% |
| Admin fee / account holder | $2,377 | $13,799-82.8% | $11,282-78.9% | $10,886-78.2% |