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 | $18,738 | $80,984-76.9% | $96,569-80.6% | $75,173-75.1% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 5.81% | 27.05%-21.2pp | 25.87%-20.1pp | 160.65%-154.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,488 | $3,929+14.2% | $4,851-7.5% | $4,126+8.8% |
| Admin fee / account holder | $718 | $6,720-89.3% | $8,251-91.3% | $5,651-87.3% |