Filed September 27, 2022
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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 | $30,524 | $109,359-72.1% | $162,185-81.2% | $72,976-58.2% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 42.29% | 25.46%+16.8pp | 115.61%-73.3pp | 81.02%-38.7pp |
| Employer contribution / active EE | $2,051 | $3,907-47.5% | $5,613-63.5% | $2,440-16.0% |
| Participant deferral / active EE | $4,387 | $5,481-20.0% | $7,297-39.9% | $3,608+21.6% |
| Admin fee / account holder | $2,647 | $7,972-66.8% | $10,844-75.6% | $5,124-48.3% |