Filed March 25, 2021
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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 | $59,542 | $79,438-25.0% | $374,107-84.1% | $52,729+12.9% |
| Participation rate | 100.0% | 9.7%+90.3pp | 22.0%+78.0pp | 12.6%+87.4pp |
| Annual return | 8.49% | 5.68%+2.8pp | 4.74%+3.8pp | 4.56%+3.9pp |
| Employer contribution / active EE | $11,538 | $16,243-29.0% | $36,089-68.0% | $15,526-25.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $4,332 | $2,542+70.4% | $10,677-59.4% | $1,711+153.1% |