Filed January 21, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $8,929 | $42,383-78.9% | $76,518-88.3% | $64,173-86.1% |
| Participation rate | 89.1% | 58.1%+31.0pp | 68.0%+21.1pp | 69.6%+19.6pp |
| Annual return | -8.31% | -16.54%+8.2pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,494 | $1,563-4.4% | $2,647-43.5% | $2,381-37.2% |
| Participant deferral / active EE | $2,458 | $2,566-4.2% | $3,836-35.9% | $3,470-29.1% |
| Admin fee / account holder | $350 | $3,198-89.1% | $4,849-92.8% | $4,887-92.8% |