Filed October 2, 2020
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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 | $17,178 | $91,559-81.2% | $133,978-87.2% | $79,856-78.5% |
| Participation rate | 83.0% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 74.25% | 61.85%+12.4pp | 45.10%+29.1pp | 31.71%+42.5pp |
| Employer contribution / active EE | $842 | $2,384-64.7% | $3,919-78.5% | $2,471-65.9% |
| Participant deferral / active EE | $3,953 | $3,734+5.9% | $5,047-21.7% | $3,741+5.7% |
| Admin fee / account holder | $1,237 | $6,321-80.4% | $8,930-86.1% | $5,306-76.7% |