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 | $14,773 | $63,342-76.7% | $92,235-84.0% | $70,131-78.9% |
| Participation rate | 98.6% | 68.7%+29.9pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $4,577 | $2,471+85.2% | $3,679+24.4% | $2,342+95.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $456 | $3,840-88.1% | $5,194-91.2% | $4,645-90.2% |