Filed March 14, 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 | $18,875 | $63,904-70.5% | $89,340-78.9% | $67,986-72.2% |
| Participation rate | 99.1% | 54.3%+44.8pp | 69.6%+29.6pp | 57.2%+41.9pp |
| Annual return | 27.66% | 18.09%+9.6pp | 20.57%+7.1pp | 31.67%-4.0pp |
| Employer contribution / active EE | $1,564 | $1,627-3.9% | $2,231-29.9% | $2,019-22.5% |
| Participant deferral / active EE | $3,356 | $2,691+24.7% | $3,823-12.2% | $3,358-0.1% |
| Admin fee / account holder | $1,382 | $3,315-58.3% | $6,704-79.4% | $3,203-56.9% |