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 | $6,078 | $34,316-82.3% | $74,723-91.9% | $72,976-91.7% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 21.17% | 26.58%-5.4pp | 753.18%-732.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $226 | $692-67.3% | $1,084-79.1% | $2,440-90.7% |
| Participant deferral / active EE | $1,236 | $1,272-2.8% | $1,962-37.0% | $3,608-65.7% |
| Admin fee / account holder | $899 | $2,125-57.7% | $3,335-73.0% | $5,124-82.4% |