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 | $17,141 | $79,961-78.6% | $98,462-82.6% | $75,177-77.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | -78.40% | 19.75%-98.1pp | 21.17%-99.6pp | 160.75%-239.1pp |
| Employer contribution / active EE | $16,303 | $2,264+620.0% | $3,049+434.7% | $2,671+510.3% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,214 | $6,842-23.8% | $8,875-41.2% | $5,651-7.7% |