Filed December 18, 2018
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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 | $4,567 | $39,162-88.3% | $100,671-95.5% | $59,633-92.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -5.33% | 21.07%-26.4pp | 20.43%-25.8pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $1,396 | $1,151+21.3% | $4,012-65.2% | $2,203-36.6% |
| Participant deferral / active EE | $1,745 | $1,992-12.4% | $3,144-44.5% | $3,192-45.3% |
| Admin fee / account holder | $485 | $2,969-83.7% | $4,850-90.0% | $4,297-88.7% |