Filed October 11, 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 | $17,606 | $72,177-75.6% | $115,038-84.7% | $59,633-70.5% |
| Participation rate | 72.4% | 72.6%-0.1pp | 81.4%-9.0pp | 68.7%+3.7pp |
| Annual return | 0.72% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,305 | $2,841-54.1% | $4,608-71.7% | $2,203-40.8% |
| Participant deferral / active EE | $2,462 | $4,783-48.5% | $6,026-59.1% | $3,192-22.8% |
| Admin fee / account holder | $6,641 | $4,927+34.8% | $8,175-18.8% | $4,297+54.5% |