Filed October 25, 2023
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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 | $21,441 | $91,559-76.6% | $133,978-84.0% | $79,856-73.2% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 28.55% | 61.85%-33.3pp | 45.10%-16.5pp | 31.71%-3.2pp |
| Employer contribution / active EE | $3,049 | $2,384+27.9% | $3,919-22.2% | $2,471+23.4% |
| Participant deferral / active EE | $6,511 | $3,734+74.4% | $5,047+29.0% | $3,741+74.1% |
| Admin fee / account holder | $3,025 | $6,321-52.1% | $8,930-66.1% | $5,306-43.0% |