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 | $28,935 | $123,793-76.6% | $177,848-83.7% | $79,856-63.8% |
| Participation rate | 93.7% | 84.7%+9.0pp | 87.7%+6.0pp | 69.6%+24.0pp |
| Annual return | -4.47% | 22.82%-27.3pp | 48.33%-52.8pp | 31.71%-36.2pp |
| Employer contribution / active EE | $1,979 | $4,095-51.7% | $5,919-66.6% | $2,471-19.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,409 | $7,243-80.5% | $12,431-88.7% | $5,306-73.4% |