Filed August 23, 2019
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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 | $19,159 | $77,817-75.4% | $123,553-84.5% | $64,173-70.1% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -7.76% | 12.49%-20.3pp | 119.21%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $5,508 | $3,014+82.8% | $4,628+19.0% | $2,381+131.4% |
| Participant deferral / active EE | $13,506 | $5,240+157.7% | $6,426+110.2% | $3,470+289.3% |
| Admin fee / account holder | $5,786 | $5,519+4.8% | $9,284-37.7% | $4,887+18.4% |