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 | $15,136 | $99,994-84.9% | $146,647-89.7% | $85,851-82.4% |
| Participation rate | 84.9% | 73.1%+11.8pp | 80.1%+4.8pp | 69.3%+15.6pp |
| Annual return | 10.06% | 18.93%-8.9pp | 22.75%-12.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,353 | $4,006-41.3% | $5,506-57.3% | $3,952-40.5% |
| Admin fee / account holder | $1,274 | $7,703-83.5% | $10,281-87.6% | $6,261-79.6% |