Filed June 21, 2016
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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 | $16,333 | $56,197-70.9% | $67,652-75.9% | $59,633-72.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.77% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $539 | $1,615-66.6% | $2,266-76.2% | $2,203-75.5% |
| Participant deferral / active EE | $1,527 | $2,844-46.3% | $3,560-57.1% | $3,192-52.2% |
| Admin fee / account holder | $571 | $3,958-85.6% | $4,821-88.2% | $4,297-86.7% |