Filed May 3, 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 | $21,455 | $171,867-87.5% | $149,716-85.7% | $147,585-85.5% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.1pp | 82.8%+11.3pp |
| Annual return | 20.62% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.58%-558.0pp |
| Employer contribution / active EE | $3,499 | $6,275-44.2% | $5,444-35.7% | $4,876-28.3% |
| Participant deferral / active EE | $2,975 | $7,270-59.1% | $6,568-54.7% | $5,439-45.3% |
| Admin fee / account holder | $1,297 | $13,799-90.6% | $11,282-88.5% | $10,886-88.1% |