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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,183 | $160,059-89.3% | $140,019-87.7% | $135,380-87.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.78% | 911.48%-921.3pp | 651.17%-661.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $3,195 | $6,420-50.2% | $5,605-43.0% | $4,779-33.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $354 | $13,328-97.3% | $10,705-96.7% | $10,828-96.7% |