Filed April 13, 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 | $10,367 | $153,769-93.3% | $133,975-92.3% | $273,972-96.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.21% | 36.51%-32.3pp | 29.29%-25.1pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,363 | $6,029-77.4% | $5,211-73.8% | $4,869-72.0% |
| Participant deferral / active EE | $5,061 | $6,958-27.3% | $6,282-19.4% | $5,287-4.3% |
| Admin fee / account holder | $7,131 | $11,765-39.4% | $9,324-23.5% | $10,133-29.6% |