Filed February 13, 2024
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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 | $40,630 | $138,366-70.6% | $184,185-77.9% | $80,911-49.8% |
| Participation rate | 97.7% | 83.9%+13.9pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.81%-16.3pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,158 | $4,849-55.5% | $6,426-66.4% | $2,756-21.7% |
| Participant deferral / active EE | $6,253 | $7,074-11.6% | $9,132-31.5% | $4,297+45.5% |
| Admin fee / account holder | $2,087 | $10,484-80.1% | $13,909-85.0% | $6,935-69.9% |