Filed June 5, 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 | $26,556 | $140,592-81.1% | $123,105-78.4% | $125,389-78.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.43% | 16.80%-18.2pp | 13.22%-14.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,070 | $6,041-49.2% | $5,151-40.4% | $4,866-36.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $473 | $11,198-95.8% | $9,014-94.8% | $9,541-95.0% |