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 | $15,629 | $81,208-80.8% | $98,916-84.2% | $79,858-80.4% |
| Participation rate | 94.7% | 72.5%+22.2pp | 76.0%+18.7pp | 69.6%+25.1pp |
| Annual return | 19.24% | 60.99%-41.8pp | 196.45%-177.2pp | 31.72%-12.5pp |
| Employer contribution / active EE | $1,794 | $1,960-8.5% | $2,689-33.3% | $2,471-27.4% |
| Participant deferral / active EE | $1,674 | $3,265-48.7% | $4,245-60.6% | $3,740-55.2% |
| Admin fee / account holder | $873 | $6,013-85.5% | $6,642-86.9% | $5,306-83.5% |