Filed February 21, 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 | $9,217 | $58,828-84.3% | $78,002-88.2% | $62,881-85.3% |
| Participation rate | 97.8% | 71.1%+26.8pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,822 | $1,672+68.8% | $2,470+14.2% | $2,281+23.7% |
| Participant deferral / active EE | $5,759 | $2,686+114.5% | $3,497+64.7% | $3,203+79.8% |
| Admin fee / account holder | $1,067 | $4,393-75.7% | $5,481-80.5% | $4,296-75.2% |