Filed June 30, 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 | $37,051 | $109,359-66.1% | $162,171-77.2% | $72,983-49.2% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 25.00% | 25.46%-0.5pp | 115.60%-90.6pp | 81.01%-56.0pp |
| Employer contribution / active EE | $7,856 | $3,907+101.1% | $5,613+40.0% | $2,440+222.0% |
| Participant deferral / active EE | $5,579 | $5,481+1.8% | $7,297-23.5% | $3,608+54.6% |
| Admin fee / account holder | $9,724 | $7,972+22.0% | $10,843-10.3% | $5,124+89.8% |