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 | $12,131 | $160,059-92.4% | $140,019-91.3% | $135,380-91.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.86% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,400 | $6,420-62.6% | $5,605-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $2,315 | $7,641-69.7% | $6,927-66.6% | $5,609-58.7% |
| Admin fee / account holder | $2,194 | $13,328-83.5% | $10,705-79.5% | $10,828-79.7% |