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 | $26,251 | $100,003-73.7% | $146,685-82.1% | $85,856-69.4% |
| Participation rate | 93.1% | 73.1%+20.0pp | 80.1%+13.0pp | 69.3%+23.8pp |
| Annual return | 21.48% | 18.93%+2.6pp | 22.75%-1.3pp | 318.58%-297.1pp |
| Employer contribution / active EE | $3,188 | $2,559+24.6% | $4,137-23.0% | $2,565+24.3% |
| Participant deferral / active EE | $7,221 | $4,006+80.3% | $5,507+31.1% | $3,952+82.7% |
| Admin fee / account holder | $8,086 | $7,704+5.0% | $10,281-21.4% | $6,261+29.2% |