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 | $36,553 | $123,793-70.5% | $177,840-79.4% | $79,852-54.2% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 17.58% | 22.82%-5.2pp | 48.32%-30.7pp | 31.72%-14.1pp |
| Employer contribution / active EE | $1,880 | $4,095-54.1% | $5,919-68.2% | $2,471-23.9% |
| Participant deferral / active EE | $2,621 | $5,956-56.0% | $7,714-66.0% | $3,740-29.9% |
| Admin fee / account holder | $1,715 | $7,243-76.3% | $12,431-86.2% | $5,306-67.7% |