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 | $4,733 | $34,316-86.2% | $74,723-93.7% | $72,976-93.5% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 22.84% | 26.58%-3.7pp | 753.18%-730.3pp | 81.02%-58.2pp |
| Employer contribution / active EE | $225 | $692-67.5% | $1,084-79.2% | $2,440-90.8% |
| Participant deferral / active EE | $1,537 | $1,272+20.8% | $1,962-21.7% | $3,608-57.4% |
| Admin fee / account holder | $752 | $2,125-64.6% | $3,335-77.5% | $5,124-85.3% |