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 | $11,518 | $81,208-85.8% | $98,920-88.4% | $79,852-85.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.13% | 60.99%-53.9pp | 196.47%-189.3pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,417 | $1,960-27.7% | $2,689-47.3% | $2,471-42.6% |
| Participant deferral / active EE | $2,677 | $3,265-18.0% | $4,245-36.9% | $3,740-28.4% |
| Admin fee / account holder | $689 | $6,013-88.5% | $6,643-89.6% | $5,306-87.0% |