Filed September 15, 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 | $7,997 | $41,377-80.7% | $109,313-92.7% | $62,881-87.3% |
| Participation rate | 80.9% | 57.5%+23.3pp | 71.3%+9.6pp | 69.3%+11.6pp |
| Annual return | 9.26% | 11.05%-1.8pp | 22.07%-12.8pp | 20.14%-10.9pp |
| Employer contribution / active EE | $593 | $1,276-53.5% | $3,892-84.8% | $2,281-74.0% |
| Participant deferral / active EE | $1,310 | $2,045-35.9% | $3,166-58.6% | $3,203-59.1% |
| Admin fee / account holder | $1,998 | $2,884-30.7% | $5,666-64.7% | $4,296-53.5% |