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.)
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 | $9,115 | $93,598-90.3% | $135,974-93.3% | $75,173-87.9% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | -1.92% | 30.89%-32.8pp | 68.30%-70.2pp | 160.72%-162.6pp |
| Employer contribution / active EE | $885 | $3,538-75.0% | $4,859-81.8% | $2,671-66.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $554 | $6,978-92.1% | $10,767-94.9% | $5,651-90.2% |