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.)
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 | $32,928 | $110,083-70.1% | $151,645-78.3% | $68,490-51.9% |
| Participation rate | 93.4% | 84.0%+9.5pp | 87.5%+5.9pp | 67.9%+25.5pp |
| Annual return | -5.86% | -10.12%+4.3pp | 3.34%-9.2pp | -7.85%+2.0pp |
| Employer contribution / active EE | $3,653 | $4,470-18.3% | $6,165-40.7% | $2,597+40.7% |
| Participant deferral / active EE | $5,859 | $6,526-10.2% | $8,363-29.9% | $4,028+45.5% |
| Admin fee / account holder | $7,217 | $7,718-6.5% | $11,614-37.9% | $5,403+33.6% |