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 | $22,431 | $102,429-78.1% | $147,096-84.8% | $80,925-72.3% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.7pp | 67.7%+26.2pp |
| Annual return | 149.19% | 135.02%+14.2pp | 419.75%-270.6pp | 35.65%+113.5pp |
| Employer contribution / active EE | $1,415 | $3,716-61.9% | $4,936-71.3% | $2,756-48.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $660 | $7,957-91.7% | $13,005-94.9% | $6,940-90.5% |