Filed March 22, 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 | $36,880 | $109,359-66.3% | $162,185-77.3% | $72,976-49.5% |
| Participation rate | 86.7% | 84.3%+2.4pp | 87.6%-0.9pp | 69.5%+17.2pp |
| Annual return | 23.11% | 25.46%-2.3pp | 115.61%-92.5pp | 81.02%-57.9pp |
| Employer contribution / active EE | $3,592 | $3,907-8.1% | $5,613-36.0% | $2,440+47.2% |
| Participant deferral / active EE | $5,375 | $5,481-1.9% | $7,297-26.3% | $3,608+49.0% |
| Admin fee / account holder | $4,120 | $7,972-48.3% | $10,844-62.0% | $5,124-19.6% |