Filed December 7, 2020
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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 | $8,047 | $82,678-90.3% | $125,391-93.6% | $68,490-88.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 16.88% | -5.97%+22.8pp | 572.41%-555.5pp | -7.85%+24.7pp |
| Employer contribution / active EE | $762 | $3,382-77.5% | $4,816-84.2% | $2,597-70.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $343 | $6,277-94.5% | $10,009-96.6% | $5,403-93.6% |