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 | $10,775 | $65,428-83.5% | $169,390-93.6% | $71,511-84.9% |
| Participation rate | 81.6% | 66.9%+14.7pp | 77.2%+4.4pp | 67.9%+13.6pp |
| Annual return | 29.53% | 21.35%+8.2pp | 406.07%-376.5pp | 28.86%+0.7pp |
| Employer contribution / active EE | $2,783 | $2,064+34.9% | $4,013-30.6% | $2,589+7.5% |
| Participant deferral / active EE | $1,736 | $4,360-60.2% | $6,222-72.1% | $4,291-59.5% |
| Admin fee / account holder | $500 | $1,328-62.4% | $9,015-94.5% | $1,588-68.5% |