Filed January 4, 2021
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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 | $12,477 | $183,592-93.2% | $155,574-92.0% | $145,877-91.4% |
| Participation rate | 70.8% | 82.7%-11.9pp | 78.2%-7.4pp | 80.3%-9.5pp |
| Annual return | 14.99% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,587 | $5,317-70.1% | $4,676-66.0% | $4,663-66.0% |
| Participant deferral / active EE | $3,069 | $6,466-52.5% | $5,629-45.5% | $6,691-54.1% |
| Admin fee / account holder | $2,677 | $19,316-86.1% | $15,914-83.2% | $13,402-80.0% |