Filed February 18, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,498 | $87,733-94.9% | $106,554-95.8% | $85,851-94.8% |
| Participation rate | 90.6% | 71.9%+18.7pp | 76.1%+14.5pp | 69.3%+21.3pp |
| Annual return | -358.75% | 21.86%-380.6pp | 26.80%-385.6pp | 318.63%-677.4pp |
| Employer contribution / active EE | $18,485 | $2,073+791.7% | $2,819+555.7% | $2,565+620.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,590 | $6,767+26.9% | $7,408+16.0% | $6,261+37.2% |