Filed February 15, 2019
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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.)
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 | $2,273 | $176,402-98.7% | $134,162-98.3% | $158,982-98.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -109.64% | 63.66%-173.3pp | 36.35%-146.0pp | 302.99%-412.6pp |
| Employer contribution / active EE | $8,138 | $5,042+61.4% | $3,705+119.7% | $4,763+70.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,227 | $8,719-85.9% | $6,685-81.6% | $11,252-89.1% |