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 | $18,392 | $197,594-90.7% | $177,822-89.7% | $158,931-88.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.16% | 58.76%-45.6pp | 48.32%-35.2pp | 302.86%-289.7pp |
| Employer contribution / active EE | $2,474 | $6,697-63.1% | $5,918-58.2% | $4,761-48.0% |
| Participant deferral / active EE | $2,411 | $8,405-71.3% | $7,714-68.8% | $5,982-59.7% |
| Admin fee / account holder | $3,436 | $15,400-77.7% | $12,428-72.4% | $11,247-69.5% |