Filed July 11, 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 | $15,051 | $176,105-91.5% | $159,474-90.6% | $167,536-91.0% |
| Participation rate | 84.2% | 85.0%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 18.14% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,209 | $5,299-77.2% | $4,831-75.0% | $4,839-75.0% |
| Participant deferral / active EE | $2,740 | $7,751-64.7% | $7,353-62.7% | $6,342-56.8% |
| Admin fee / account holder | $1,395 | $12,559-88.9% | $10,802-87.1% | $12,315-88.7% |