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 | $20,299 | $91,536-77.8% | $130,062-84.4% | $75,177-73.0% |
| Participation rate | 80.0% | 71.5%+8.5pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 12.86% | -631.62%+644.5pp | -137.37%+150.2pp | 160.75%-147.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,421 | $4,343-44.2% | $5,821-58.4% | $4,126-41.3% |
| Admin fee / account holder | $695 | $6,780-89.7% | $10,601-93.4% | $5,651-87.7% |