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 | $15,402 | $43,730-64.8% | $121,220-87.3% | $64,173-76.0% |
| Participation rate | 90.1% | 58.3%+31.8pp | 71.8%+18.4pp | 69.6%+20.6pp |
| Annual return | -5.94% | 68.94%-74.9pp | 16.94%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,563 | $1,297+20.5% | $4,023-61.1% | $2,381-34.3% |
| Participant deferral / active EE | $2,464 | $2,281+8.0% | $3,345-26.4% | $3,470-29.0% |
| Admin fee / account holder | $1,713 | $3,502-51.1% | $5,021-65.9% | $4,887-65.0% |