Filed October 11, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,327 | $50,3270% | $313,292-83.9% | $50,876-1.1% |
| Participation rate | 100.0% | 14.3%+85.7pp | 35.7%+64.3pp | 15.7%+84.3pp |
| Annual return | 1.04% | -2.27%+3.3pp | -2.79%+3.8pp | -7.14%+8.2pp |
| Employer contribution / active EE | $6,000 | $13,002-53.9% | $39,327-84.7% | $14,613-58.9% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $1,121 | $1,1210% | $15,115-92.6% | $1,191-5.9% |