Filed July 9, 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 | $20,025 | $101,752-80.3% | $164,928-87.9% | $80,911-75.3% |
| Participation rate | 82.7% | 71.8%+10.8pp | 78.6%+4.1pp | 67.6%+15.0pp |
| Annual return | 10.51% | 16.73%-6.2pp | 70.08%-59.6pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,242 | $4,477-49.9% | $6,034-62.8% | $4,297-47.8% |
| Admin fee / account holder | $1,929 | $8,218-76.5% | $12,684-84.8% | $6,935-72.2% |