Filed October 2, 2015
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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.)
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 | $13,135 | $171,867-92.4% | $149,721-91.2% | $147,586-91.1% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 17.56% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,686 | $6,275-73.1% | $5,444-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $1,014 | $7,270-86.1% | $6,568-84.6% | $5,439-81.4% |
| Admin fee / account holder | $1,564 | $13,799-88.7% | $11,282-86.1% | $10,886-85.6% |