Filed January 4, 2018 (most recent of 8 filings on file)
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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 | $26,831 | $78,425-65.8% | $95,956-72.0% | $79,858-66.4% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.2pp |
| Annual return | 8.28% | 19.37%-11.1pp | 91.63%-83.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $3,475 | $1,945+78.7% | $2,541+36.8% | $2,471+40.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,599 | $5,622+17.4% | $6,797-2.9% | $5,306+24.4% |