Filed November 8, 2017
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,914 | $41,377-85.7% | $109,313-94.6% | $62,881-90.6% |
| Participation rate | 87.5% | 57.5%+30.0pp | 71.3%+16.2pp | 69.3%+18.2pp |
| Annual return | -1.19% | 11.05%-12.2pp | 22.07%-23.3pp | 20.14%-21.3pp |
| Employer contribution / active EE | $720 | $1,276-43.6% | $3,892-81.5% | $2,281-68.4% |
| Participant deferral / active EE | $555 | $2,045-72.8% | $3,166-82.5% | $3,203-82.7% |
| Admin fee / account holder | $1,140 | $2,884-60.5% | $5,666-79.9% | $4,296-73.5% |