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.)
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 | $9,575 | $41,377-76.9% | $109,313-91.2% | $62,881-84.8% |
| Participation rate | 98.5% | 57.5%+41.0pp | 71.3%+27.3pp | 69.3%+29.2pp |
| Annual return | 11.98% | 11.05%+0.9pp | 22.07%-10.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,613 | $1,276+26.4% | $3,892-58.6% | $2,281-29.3% |
| Participant deferral / active EE | $2,120 | $2,045+3.7% | $3,166-33.0% | $3,203-33.8% |
| Admin fee / account holder | $955 | $2,884-66.9% | $5,666-83.1% | $4,296-77.8% |