Filed August 13, 2024
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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 | $17,731 | $165,399-89.3% | $149,745-88.2% | $158,982-88.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.80% | 348.34%-324.5pp | 276.72%-252.9pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,139 | $5,105-58.1% | $4,646-54.0% | $4,763-55.1% |
| Participant deferral / active EE | $3,283 | $7,183-54.3% | $6,843-52.0% | $5,983-45.1% |
| Admin fee / account holder | $392 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |