Filed April 9, 2019
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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 | $25,416 | $78,707-67.7% | $117,861-78.4% | $70,126-63.8% |
| Participation rate | 74.5% | 73.2%+1.3pp | 79.7%-5.2pp | 69.5%+5.0pp |
| Annual return | 19.71% | 23.30%-3.6pp | 335.11%-315.4pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,247 | $2,223-43.9% | $3,786-67.1% | $2,343-46.8% |
| Participant deferral / active EE | $1,888 | $3,297-42.7% | $4,482-57.9% | $3,332-43.3% |
| Admin fee / account holder | $4,449 | $5,066-12.2% | $8,021-44.5% | $4,645-4.2% |