Filed October 20, 2021
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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 | $24,262 | $100,060-75.8% | $149,721-83.8% | $70,126-65.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.16% | 27.46%-5.3pp | 1501.67%-1479.5pp | 73.15%-51.0pp |
| Employer contribution / active EE | $4,001 | $3,661+9.3% | $5,444-26.5% | $2,343+70.8% |
| Participant deferral / active EE | $5,771 | $4,982+15.8% | $6,568-12.1% | $3,332+73.2% |
| Admin fee / account holder | $6,304 | $8,285-23.9% | $11,282-44.1% | $4,645+35.7% |