Filed June 3, 2022
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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 | $6,705 | $64,716-89.6% | $112,258-94.0% | $68,495-90.2% |
| Participation rate | 78.0% | 67.2%+10.8pp | 75.1%+2.9pp | 67.9%+10.1pp |
| Annual return | -17.41% | -11.40%-6.0pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,042 | $2,746-62.1% | $3,636-71.3% | $2,596-59.9% |
| Participant deferral / active EE | $1,697 | $3,565-52.4% | $4,728-64.1% | $4,028-57.9% |
| Admin fee / account holder | $1,207 | $5,232-76.9% | $6,411-81.2% | $5,403-77.7% |