Filed December 14, 2020
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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 | $13,565 | $71,873-81.1% | $86,698-84.4% | $68,490-80.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.55% | 3.54%-24.1pp | 35.96%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,915 | $2,173-11.9% | $2,837-32.5% | $2,597-26.2% |
| Participant deferral / active EE | $4,749 | $3,779+25.7% | $4,656+2.0% | $4,028+17.9% |
| Admin fee / account holder | $305 | $6,110-95.0% | $7,492-95.9% | $5,403-94.4% |