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.)
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 | $5,864 | $61,660-90.5% | $80,022-92.7% | $64,173-90.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -14.77% | -0.33%-14.4pp | 11.22%-26.0pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,805 | $1,810-0.3% | $2,468-26.9% | $2,381-24.2% |
| Participant deferral / active EE | $2,097 | $2,968-29.3% | $3,686-43.1% | $3,470-39.6% |
| Admin fee / account holder | $462 | $5,417-91.5% | $6,521-92.9% | $4,887-90.5% |