Filed August 15, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,275 | $58,587-84.2% | $83,322-88.9% | $64,173-85.5% |
| Participation rate | 81.0% | 72.0%+8.9pp | 77.8%+3.2pp | 69.6%+11.4pp |
| Annual return | -16.75% | 9.65%-26.4pp | 10.64%-27.4pp | 7.63%-24.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,722 | $4,654-20.0% | $5,565-33.1% | $3,470+7.3% |
| Admin fee / account holder | $484 | $9,279-94.8% | $7,540-93.6% | $4,887-90.1% |