Filed November 10, 2020 (most recent of 3 filings on file)
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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 | $28,483 | $153,769-81.5% | $133,975-78.7% | $273,972-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 36.51%-29.8pp | 29.29%-22.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,789 | $6,029-53.7% | $5,211-46.5% | $4,869-42.7% |
| Participant deferral / active EE | $5,073 | $6,958-27.1% | $6,282-19.2% | $5,287-4.0% |
| Admin fee / account holder | $887 | $11,765-92.5% | $9,324-90.5% | $10,133-91.2% |