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 | $21,121 | $99,994-78.9% | $146,647-85.6% | $85,851-75.4% |
| Participation rate | 88.6% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.3pp |
| Annual return | 14.36% | 18.93%-4.6pp | 22.75%-8.4pp | 318.63%-304.3pp |
| Employer contribution / active EE | $768 | $2,559-70.0% | $4,137-81.4% | $2,565-70.1% |
| Participant deferral / active EE | $4,263 | $4,006+6.4% | $5,506-22.6% | $3,952+7.9% |
| Admin fee / account holder | $2,062 | $7,703-73.2% | $10,281-79.9% | $6,261-67.1% |