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 | $38,738 | $123,793-68.7% | $177,848-78.2% | $79,856-51.5% |
| Participation rate | 96.7% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 24.77% | 22.82%+1.9pp | 48.33%-23.6pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,696 | $4,095-9.7% | $5,919-37.6% | $2,471+49.6% |
| Participant deferral / active EE | $8,081 | $5,956+35.7% | $7,714+4.8% | $3,741+116.0% |
| Admin fee / account holder | $716 | $7,243-90.1% | $12,431-94.2% | $5,306-86.5% |