Filed May 18, 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,792 | $62,672-78.0% | $185,117-92.5% | $70,124-80.3% |
| Participation rate | 94.9% | 63.8%+31.1pp | 77.3%+17.7pp | 69.5%+25.4pp |
| Annual return | 15.68% | 40.79%-25.1pp | 40.50%-24.8pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $414 | $3,932-89.5% | $8,159-94.9% | $4,645-91.1% |