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 | $33,166 | $123,793-73.2% | $177,840-81.4% | $79,852-58.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.99% | 22.82%-1.8pp | 48.32%-27.3pp | 31.72%-10.7pp |
| Employer contribution / active EE | $3,364 | $4,095-17.8% | $5,919-43.2% | $2,471+36.1% |
| Participant deferral / active EE | $5,006 | $5,956-16.0% | $7,714-35.1% | $3,740+33.8% |
| Admin fee / account holder | $7,296 | $7,243+0.7% | $12,431-41.3% | $5,306+37.5% |