Filed December 21, 2020
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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 | $38,331 | $123,793-69.0% | $177,848-78.4% | $79,856-52.0% |
| Participation rate | 86.0% | 84.7%+1.4pp | 87.7%-1.7pp | 69.6%+16.4pp |
| Annual return | 9.82% | 22.82%-13.0pp | 48.33%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,122 | $4,095-48.2% | $5,919-64.2% | $2,471-14.1% |
| Participant deferral / active EE | $5,013 | $5,956-15.8% | $7,714-35.0% | $3,741+34.0% |
| Admin fee / account holder | $5,444 | $7,243-24.8% | $12,431-56.2% | $5,306+2.6% |