Filed June 7, 2024
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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 | $11,345 | $73,787-84.6% | $98,716-88.5% | $82,448-86.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -26.92% | 18.57%-45.5pp | 31.81%-58.7pp | 41.64%-68.6pp |
| Employer contribution / active EE | $3,714 | $1,511+145.8% | $2,279+63.0% | $2,551+45.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,927 | $6,500-55.0% | $8,703-66.4% | $7,234-59.5% |