Filed August 25, 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 | $15,602 | $52,678-70.4% | $75,784-79.4% | $59,633-73.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.59% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $2,204 | $2,193+0.5% | $3,323-33.7% | $2,203+0.1% |
| Participant deferral / active EE | $3,540 | $2,591+36.6% | $3,652-3.1% | $3,192+10.9% |
| Admin fee / account holder | $780 | $3,610-78.4% | $5,300-85.3% | $4,297-81.8% |