Filed May 14, 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 | $7,466 | $48,277-84.5% | $67,511-88.9% | $80,874-90.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 54.63% | 18.27%+36.4pp | 3517.41%-3462.8pp | 35.62%+19.0pp |
| Employer contribution / active EE | $2,486 | $2,021+23.0% | $2,733-9.0% | $2,756-9.8% |
| Participant deferral / active EE | $1,526 | $2,926-47.8% | $4,000-61.8% | $4,297-64.5% |
| Admin fee / account holder | $1,942 | $3,687-47.3% | $3,999-51.4% | $6,935-72.0% |