Filed December 29, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,963 | $140,592-83.0% | $123,105-80.5% | $125,389-80.9% |
| Participation rate | 76.9% | 88.2%-11.3pp | 86.8%-9.9pp | 83.2%-6.3pp |
| Annual return | -5.31% | 16.80%-22.1pp | 13.22%-18.5pp | 282.24%-287.6pp |
| Employer contribution / active EE | $3,008 | $6,041-50.2% | $5,151-41.6% | $4,866-38.2% |
| Participant deferral / active EE | $5,943 | $6,980-14.9% | $6,229-4.6% | $5,352+11.1% |
| Admin fee / account holder | $369 | $11,198-96.7% | $9,014-95.9% | $9,541-96.1% |