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 | $15,185 | $93,617-83.8% | $135,982-88.8% | $75,177-79.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | -128.30% | 30.89%-159.2pp | 68.32%-196.6pp | 160.75%-289.1pp |
| Employer contribution / active EE | $41,064 | $3,538+1060.6% | $4,859+745.1% | $2,671+1437.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,368 | $6,980-8.8% | $10,767-40.9% | $5,651+12.7% |