Filed May 22, 2015
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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 | $25,115 | $87,834-71.4% | $133,975-81.3% | $62,881-60.1% |
| Participation rate | 95.7% | 83.4%+12.4pp | 87.1%+8.7pp | 69.3%+26.4pp |
| Annual return | 7.67% | 12.05%-4.4pp | 29.29%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,464 | $3,482-0.5% | $5,211-33.5% | $2,281+51.8% |
| Participant deferral / active EE | $2,881 | $4,812-40.1% | $6,282-54.1% | $3,203-10.1% |
| Admin fee / account holder | $3,994 | $5,372-25.7% | $9,324-57.2% | $4,296-7.0% |