Filed December 30, 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 | $11,574 | $109,359-89.4% | $162,177-92.9% | $72,975-84.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.60%-115.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,314 | $3,907-15.2% | $5,613-41.0% | $2,440+35.8% |
| Participant deferral / active EE | $5,673 | $5,481+3.5% | $7,297-22.3% | $3,608+57.2% |
| Admin fee / account holder | $478 | $7,972-94.0% | $10,843-95.6% | $5,124-90.7% |