Filed June 21, 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 | $6,620 | $62,583-89.4% | $76,767-91.4% | $64,173-89.7% |
| Participation rate | 85.3% | 72.8%+12.5pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -7.84% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,145 | $1,832-37.5% | $2,485-53.9% | $2,381-51.9% |
| Participant deferral / active EE | $632 | $3,145-79.9% | $3,852-83.6% | $3,470-81.8% |
| Admin fee / account holder | $635 | $4,667-86.4% | $6,675-90.5% | $4,887-87.0% |