Filed October 31, 2017
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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 | $3,402 | $34,316-90.1% | $74,723-95.4% | $72,976-95.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 22.16% | 26.58%-4.4pp | 753.18%-731.0pp | 81.02%-58.9pp |
| Employer contribution / active EE | $166 | $692-76.0% | $1,084-84.7% | $2,440-93.2% |
| Participant deferral / active EE | $1,043 | $1,272-18.0% | $1,962-46.9% | $3,608-71.1% |
| Admin fee / account holder | $1,264 | $2,125-40.5% | $3,335-62.1% | $5,124-75.3% |