Filed May 6, 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 | $4,619 | $84,236-94.5% | $170,435-97.3% | $70,126-93.4% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 22.32% | 23.06%-0.7pp | 205.94%-183.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $537 | $3,387-84.2% | $5,432-90.1% | $2,343-77.1% |
| Participant deferral / active EE | $1,741 | $3,086-43.6% | $4,939-64.7% | $3,332-47.7% |
| Admin fee / account holder | $432 | $5,698-92.4% | $13,881-96.9% | $4,645-90.7% |