Filed February 1, 2023 (most recent of 2 filings on file)
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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 | $20,671 | $87,834-76.5% | $133,975-84.6% | $62,881-67.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.43% | 12.05%-4.6pp | 29.29%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,366 | $3,482-3.3% | $5,211-35.4% | $2,281+47.6% |
| Participant deferral / active EE | $2,354 | $4,812-51.1% | $6,282-62.5% | $3,203-26.5% |
| Admin fee / account holder | $1,264 | $5,372-76.5% | $9,324-86.4% | $4,296-70.6% |