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 | $16,321 | $81,870-80.1% | $119,634-86.4% | $68,490-76.2% |
| Participation rate | 76.5% | 71.9%+4.6pp | 79.3%-2.8pp | 67.9%+8.6pp |
| Annual return | -10.16% | -23.82%+13.7pp | -14.98%+4.8pp | -7.85%-2.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,497 | $4,148-39.8% | $5,601-55.4% | $4,028-38.0% |
| Admin fee / account holder | $840 | $6,583-87.2% | $10,329-91.9% | $5,403-84.5% |