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.)
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 | $9,275 | $83,485-88.9% | $125,195-92.6% | $72,976-87.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 16.82% | 25.77%-8.9pp | 43.79%-27.0pp | 81.02%-64.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,359 | $3,586-34.2% | $4,937-52.2% | $3,608-34.6% |
| Admin fee / account holder | $1,099 | $5,518-80.1% | $9,704-88.7% | $5,124-78.5% |