Filed January 5, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,841 | $94,529-72.7% | $140,019-81.5% | $64,173-59.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.09% | 7.77%-10.9pp | 651.17%-654.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,359 | $3,812-38.1% | $5,605-57.9% | $2,381-0.9% |
| Participant deferral / active EE | $1,631 | $5,250-68.9% | $6,927-76.4% | $3,470-53.0% |
| Admin fee / account holder | $19,694 | $6,741+192.2% | $10,705+84.0% | $4,887+303.0% |