Filed March 29, 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 | $14,978 | $63,346-76.4% | $92,240-83.8% | $70,126-78.6% |
| Participation rate | 98.6% | 68.7%+29.9pp | 76.5%+22.1pp | 69.5%+29.0pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,643 | $2,471+87.9% | $3,680+26.2% | $2,343+98.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $462 | $3,841-88.0% | $5,194-91.1% | $4,645-90.0% |