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 | $30,602 | $153,769-80.1% | $133,975-77.2% | $273,972-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.30% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $4,085 | $6,029-32.2% | $5,211-21.6% | $4,869-16.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $500 | $11,765-95.8% | $9,324-94.6% | $10,133-95.1% |