Filed June 21, 2018
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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 | $36,719 | $137,414-73.3% | $189,545-80.6% | $85,851-57.2% |
| Participation rate | 88.7% | 84.6%+4.1pp | 87.8%+0.9pp | 69.3%+19.4pp |
| Annual return | 11.65% | 38.14%-26.5pp | 555.36%-543.7pp | 318.63%-307.0pp |
| Employer contribution / active EE | $2,457 | $4,344-43.5% | $6,162-60.1% | $2,565-4.2% |
| Participant deferral / active EE | $4,938 | $6,260-21.1% | $8,220-39.9% | $3,952+24.9% |
| Admin fee / account holder | $13,847 | $8,630+60.5% | $12,049+14.9% | $6,261+121.2% |