Filed October 15, 2020
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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 | $17,933 | $137,414-86.9% | $189,545-90.5% | $85,851-79.1% |
| Participation rate | 98.0% | 84.6%+13.3pp | 87.8%+10.2pp | 69.3%+28.6pp |
| Annual return | 55.03% | 38.14%+16.9pp | 555.36%-500.3pp | 318.63%-263.6pp |
| Employer contribution / active EE | $6,198 | $4,344+42.7% | $6,162+0.6% | $2,565+141.6% |
| Participant deferral / active EE | $9,379 | $6,260+49.8% | $8,220+14.1% | $3,952+137.3% |
| Admin fee / account holder | $723 | $8,630-91.6% | $12,049-94.0% | $6,261-88.5% |