Filed July 28, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,593 | $153,769-82.1% | $133,975-79.4% | $273,972-89.9% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 3.24% | 36.51%-33.3pp | 29.29%-26.1pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,674 | $6,029-72.2% | $5,211-67.9% | $4,869-65.6% |
| Participant deferral / active EE | $4,184 | $6,958-39.9% | $6,282-33.4% | $5,287-20.9% |
| Admin fee / account holder | $495 | $11,765-95.8% | $9,324-94.7% | $10,133-95.1% |