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.)
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 | $29,720 | $110,083-73.0% | $151,639-80.4% | $68,486-56.6% |
| Participation rate | 90.9% | 84.0%+7.0pp | 87.5%+3.4pp | 67.9%+23.0pp |
| Annual return | -27.31% | -10.12%-17.2pp | 3.34%-30.7pp | -7.85%-19.5pp |
| Employer contribution / active EE | $2,767 | $4,470-38.1% | $6,165-55.1% | $2,597+6.6% |
| Participant deferral / active EE | $5,113 | $6,526-21.7% | $8,363-38.9% | $4,028+27.0% |
| Admin fee / account holder | $1,861 | $7,718-75.9% | $11,613-84.0% | $5,404-65.6% |