Filed October 7, 2020 (most recent of 4 filings on file)
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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 | $31,705 | $94,529-66.5% | $140,019-77.4% | $64,173-50.6% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -6.25% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,459 | $3,812-61.7% | $5,605-74.0% | $2,381-38.7% |
| Participant deferral / active EE | $3,276 | $5,250-37.6% | $6,927-52.7% | $3,470-5.6% |
| Admin fee / account holder | $2,311 | $6,741-65.7% | $10,705-78.4% | $4,887-52.7% |