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 | $73,397-78.7% | $178,014-91.2% | $74,546-79.1% |
| Participation rate | 83.5% | 66.6%+16.9pp | 77.1%+6.4pp | 67.2%+16.3pp |
| Annual return | 15.22% | 17.49%-2.3pp | 294.80%-279.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,846 | $2,217+28.3% | $3,950-27.9% | $2,624+8.4% |
| Participant deferral / active EE | $1,922 | $4,512-57.4% | $6,276-69.4% | $4,347-55.8% |
| Admin fee / account holder | $1,152 | $1,809-36.3% | $10,362-88.9% | $1,944-40.7% |