Filed December 16, 2021
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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 | $15,611 | $73,532-78.8% | $178,505-91.3% | $74,478-79.0% |
| Participation rate | 83.5% | 66.6%+16.9pp | 77.1%+6.4pp | 67.2%+16.3pp |
| Annual return | 15.22% | 17.49%-2.3pp | 27.16%-11.9pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,846 | $2,221+28.2% | $3,955-28.0% | $2,626+8.4% |
| Participant deferral / active EE | $1,922 | $4,519-57.5% | $6,280-69.4% | $4,350-55.8% |
| Admin fee / account holder | $1,152 | $1,813-36.4% | $10,428-88.9% | $1,946-40.8% |