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 | $16,172 | $46,877-65.5% | $122,354-86.8% | $70,126-76.9% |
| Participation rate | 73.1% | 58.2%+14.9pp | 71.6%+1.5pp | 69.5%+3.6pp |
| Annual return | 64.72% | 24.22%+40.5pp | 30.28%+34.4pp | 73.15%-8.4pp |
| Employer contribution / active EE | $1,193 | $1,288-7.4% | $4,051-70.5% | $2,343-49.1% |
| Participant deferral / active EE | $1,985 | $2,167-8.4% | $3,287-39.6% | $3,332-40.4% |
| Admin fee / account holder | $2,073 | $3,324-37.6% | $5,479-62.2% | $4,645-55.4% |