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 | $23,653 | $81,870-71.1% | $119,634-80.2% | $68,490-65.5% |
| Participation rate | 95.1% | 71.9%+23.2pp | 79.3%+15.9pp | 67.9%+27.2pp |
| Annual return | 2.91% | -23.82%+26.7pp | -14.98%+17.9pp | -7.85%+10.8pp |
| Employer contribution / active EE | $811 | $2,692-69.9% | $4,232-80.8% | $2,597-68.8% |
| Participant deferral / active EE | $6,120 | $4,148+47.6% | $5,601+9.3% | $4,028+52.0% |
| Admin fee / account holder | $1,317 | $6,583-80.0% | $10,329-87.2% | $5,403-75.6% |