Filed January 22, 2020
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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 | $15,434 | $102,429-84.9% | $147,096-89.5% | $80,925-80.9% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | -105.24% | 135.02%-240.3pp | 419.75%-525.0pp | 35.65%-140.9pp |
| Employer contribution / active EE | $36,743 | $3,716+888.9% | $4,936+644.4% | $2,756+1233.1% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,832 | $7,957-26.7% | $13,005-55.2% | $6,940-16.0% |