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 | $29,663 | $109,359-72.9% | $162,185-81.7% | $72,976-59.4% |
| Participation rate | 93.6% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | -3.95% | 25.46%-29.4pp | 115.61%-119.6pp | 81.02%-85.0pp |
| Employer contribution / active EE | $2,704 | $3,907-30.8% | $5,613-51.8% | $2,440+10.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $731 | $7,972-90.8% | $10,844-93.3% | $5,124-85.7% |