Filed November 14, 2018 (most recent of 2 filings on file)
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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 | $21,694 | $83,485-74.0% | $125,195-82.7% | $72,976-70.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 13.93% | 25.77%-11.8pp | 43.79%-29.9pp | 81.02%-67.1pp |
| Employer contribution / active EE | $2,044 | $2,346-12.8% | $3,866-47.1% | $2,440-16.2% |
| Participant deferral / active EE | $4,148 | $3,586+15.7% | $4,937-16.0% | $3,608+15.0% |
| Admin fee / account holder | $10,453 | $5,518+89.4% | $9,704+7.7% | $5,124+104.0% |