Filed June 22, 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 | $21,514 | $62,324-65.5% | $68,509-68.6% | $55,191-61.0% |
| Participation rate | 73.4% | 78.9%-5.5pp | 74.7%-1.4pp | 69.2%+4.2pp |
| Annual return | 39.87% | 4.26%+35.6pp | 8.27%+31.6pp | 10.78%+29.1pp |
| Employer contribution / active EE | $2,398 | $2,223+7.9% | $2,278+5.3% | $1,899+26.3% |
| Participant deferral / active EE | $6,924 | $3,425+102.2% | $3,382+104.7% | $3,046+127.3% |
| Admin fee / account holder | $642 | $91+602.4% | $5,275-87.8% | $91+607.0% |