Filed November 4, 2016
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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 | $10,812 | $87,733-87.7% | $106,554-89.9% | $85,851-87.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 19.23% | 21.86%-2.6pp | 26.80%-7.6pp | 318.63%-299.4pp |
| Employer contribution / active EE | $2,500 | $2,073+20.6% | $2,819-11.3% | $2,565-2.5% |
| Participant deferral / active EE | $2,004 | $3,469-42.2% | $4,398-54.4% | $3,952-49.3% |
| Admin fee / account holder | $405 | $6,767-94.0% | $7,408-94.5% | $6,261-93.5% |