Filed August 6, 2020
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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 | $9,883 | $93,064-89.4% | $74,577-86.7% | $273,972-96.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,853 | $3,160+21.9% | $2,525+52.6% | $4,869-20.9% |
| Participant deferral / active EE | $8,476 | $4,160+103.7% | $3,458+145.1% | $5,287+60.3% |
| Admin fee / account holder | $531 | $5,273-89.9% | $4,138-87.2% | $10,133-94.8% |