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 | $36,019 | $125,797-71.4% | $170,043-78.8% | $75,173-52.1% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.0%+3.2pp | 67.2%+23.0pp |
| Annual return | 25.57% | 27.20%-1.6pp | 53.40%-27.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $2,937 | $4,616-36.4% | $6,790-56.7% | $2,671+10.0% |
| Participant deferral / active EE | $4,291 | $6,838-37.2% | $10,410-58.8% | $4,126+4.0% |
| Admin fee / account holder | $544 | $8,177-93.3% | $12,824-95.8% | $5,651-90.4% |