Filed November 25, 2020
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,252 | $82,028-63.1% | $123,105-75.4% | $59,633-49.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | -1.14% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,050 | $3,297-68.1% | $5,151-79.6% | $2,203-52.3% |
| Participant deferral / active EE | $2,022 | $4,667-56.7% | $6,229-67.5% | $3,192-36.6% |
| Admin fee / account holder | $649 | $5,879-89.0% | $9,014-92.8% | $4,297-84.9% |