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 | $31,334 | $94,529-66.9% | $140,019-77.6% | $64,173-51.2% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -4.78% | 7.77%-12.6pp | 651.15%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,783 | $3,812-53.2% | $5,605-68.2% | $2,381-25.1% |
| Participant deferral / active EE | $3,434 | $5,250-34.6% | $6,927-50.4% | $3,470-1.0% |
| Admin fee / account holder | $1,835 | $6,741-72.8% | $10,705-82.9% | $4,887-62.5% |