Filed January 12, 2017
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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 | $11,335 | $144,130-92.1% | $117,860-90.4% | $147,585-92.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 0.58% | 531.20%-530.6pp | 335.10%-334.5pp | 578.58%-578.0pp |
| Employer contribution / active EE | $4,056 | $4,897-17.2% | $3,786+7.1% | $4,876-16.8% |
| Participant deferral / active EE | $4,159 | $5,316-21.8% | $4,482-7.2% | $5,439-23.5% |
| Admin fee / account holder | $418 | $10,887-96.2% | $8,021-94.8% | $10,886-96.2% |