Filed November 8, 2017
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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 | $18,216 | $65,961-72.4% | $180,320-89.9% | $94,015-80.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 11.82% | 14.27%-2.4pp | 778.54%-766.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,091 | $1,737-37.2% | $4,108-73.4% | $2,790-60.9% |
| Participant deferral / active EE | $1,371 | $3,003-54.4% | $4,304-68.2% | $4,249-67.7% |
| Admin fee / account holder | $1,605 | $4,901-67.3% | $10,000-84.0% | $8,951-82.1% |