Filed April 2, 2019
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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 | $27,231 | $82,028-66.8% | $123,105-77.9% | $59,633-54.3% |
| Participation rate | 90.3% | 83.2%+7.1pp | 86.8%+3.5pp | 68.7%+21.7pp |
| Annual return | -0.94% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $2,683 | $3,297-18.6% | $5,151-47.9% | $2,203+21.8% |
| Participant deferral / active EE | $2,727 | $4,667-41.6% | $6,229-56.2% | $3,192-14.6% |
| Admin fee / account holder | $2,117 | $5,879-64.0% | $9,014-76.5% | $4,297-50.7% |