Filed October 19, 2020
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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 | $31,407 | $100,041-68.6% | $149,718-79.0% | $70,131-55.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.49% | 27.43%-5.9pp | 1501.70%-1480.2pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,519 | $3,662-58.5% | $5,444-72.1% | $2,342-35.1% |
| Participant deferral / active EE | $2,780 | $4,983-44.2% | $6,568-57.7% | $3,332-16.6% |
| Admin fee / account holder | $1,542 | $8,286-81.4% | $11,283-86.3% | $4,645-66.8% |