Filed November 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,177 | $87,106-69.9% | $105,607-75.2% | $80,935-67.7% |
| Participation rate | 74.3% | 70.4%+3.8pp | 75.3%-1.0pp | 67.7%+6.6pp |
| Annual return | 8.63% | 17.01%-8.4pp | 116.11%-107.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,683 | $3,986-57.8% | $5,011-66.4% | $4,299-60.9% |
| Admin fee / account holder | $1,265 | $8,447-85.0% | $10,958-88.5% | $6,924-81.7% |