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 | $5,172 | $91,179-94.3% | $178,499-97.1% | $79,852-93.5% |
| Participation rate | 93.8% | 69.2%+24.5pp | 81.9%+11.8pp | 69.6%+24.1pp |
| Annual return | 27.55% | 24.19%+3.4pp | 151.10%-123.6pp | 31.72%-4.2pp |
| Employer contribution / active EE | $430 | $3,256-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $2,021 | $3,236-37.6% | $5,202-61.2% | $3,740-46.0% |
| Admin fee / account holder | $735 | $6,749-89.1% | $13,986-94.7% | $5,306-86.2% |