Filed April 27, 2015
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,619 | $109,359-70.2% | $162,177-79.9% | $72,975-55.3% |
| Participation rate | 85.0% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.5pp |
| Annual return | 23.48% | 25.46%-2.0pp | 115.60%-92.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,651 | $3,907-57.7% | $5,613-70.6% | $2,440-32.3% |
| Participant deferral / active EE | $2,387 | $5,481-56.5% | $7,297-67.3% | $3,608-33.8% |
| Admin fee / account holder | $4,028 | $7,972-49.5% | $10,843-62.9% | $5,124-21.4% |