Filed December 9, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,601 | $100,060-69.4% | $149,721-79.6% | $70,126-56.4% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 0.73% | 27.46%-26.7pp | 1501.67%-1500.9pp | 73.15%-72.4pp |
| Employer contribution / active EE | $3,102 | $3,661-15.3% | $5,444-43.0% | $2,343+32.4% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $881 | $8,285-89.4% | $11,282-92.2% | $4,645-81.0% |