Filed May 14, 2015
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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 | $6,395 | $77,416-91.7% | $69,464-90.8% | $152,897-95.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 1.47% | 39.08%-37.6pp | 28.98%-27.5pp | 345.43%-344.0pp |
| Employer contribution / active EE | $1,283 | $3,315-61.3% | $2,779-53.8% | $4,764-73.1% |
| Participant deferral / active EE | $1,794 | $4,413-59.3% | $3,536-49.3% | $5,851-69.3% |
| Admin fee / account holder | $311 | $6,208-95.0% | $3,840-91.9% | $11,599-97.3% |