Filed January 23, 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 | $4,954 | $58,828-91.6% | $78,002-93.6% | $62,881-92.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 46.24% | 17.16%+29.1pp | 425.99%-379.7pp | 20.14%+26.1pp |
| Employer contribution / active EE | $1,774 | $1,672+6.1% | $2,470-28.2% | $2,281-22.2% |
| Participant deferral / active EE | $2,208 | $2,686-17.8% | $3,497-36.9% | $3,203-31.1% |
| Admin fee / account holder | $344 | $4,393-92.2% | $5,481-93.7% | $4,296-92.0% |