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 | $48,314-84.5% | $67,561-88.9% | $80,925-90.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 54.63% | 18.28%+36.4pp | 3525.44%-3470.8pp | 35.65%+19.0pp |
| Employer contribution / active EE | $2,486 | $2,022+22.9% | $2,735-9.1% | $2,756-9.8% |
| Participant deferral / active EE | $1,526 | $2,927-47.8% | $4,003-61.9% | $4,299-64.5% |
| Admin fee / account holder | $1,942 | $3,690-47.4% | $4,006-51.5% | $6,940-72.0% |