Filed July 15, 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 | $13,705 | $54,162-74.7% | $68,612-80.0% | $64,173-78.6% |
| Participation rate | 83.6% | 68.1%+15.6pp | 72.2%+11.4pp | 69.6%+14.1pp |
| Annual return | -12.51% | -1.62%-10.9pp | -4.63%-7.9pp | 7.63%-20.1pp |
| Employer contribution / active EE | $1,852 | $1,846+0.3% | $2,625-29.5% | $2,381-22.2% |
| Participant deferral / active EE | $3,457 | $2,626+31.7% | $3,311+4.4% | $3,470-0.4% |
| Admin fee / account holder | $887 | $4,029-78.0% | $5,131-82.7% | $4,887-81.9% |