Filed January 28, 2021
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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 | $28,840 | $202,342-85.7% | $172,752-83.3% | $152,897-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.59% | 1029.83%-1016.2pp | 802.97%-789.4pp | 345.43%-331.8pp |
| Employer contribution / active EE | $3,916 | $5,858-33.1% | $5,144-23.9% | $4,764-17.8% |
| Participant deferral / active EE | $12,477 | $5,948+109.8% | $5,198+140.0% | $5,851+113.2% |
| Admin fee / account holder | $476 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |