Filed May 9, 2022
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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 | $9,565 | $99,345-90.4% | $84,753-88.7% | $273,972-96.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 9.82% | 22.93%-13.1pp | 22.78%-13.0pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,685 | $4,214-60.0% | $3,574-52.9% | $4,869-65.4% |
| Participant deferral / active EE | $2,049 | $4,270-52.0% | $3,712-44.8% | $5,287-61.3% |
| Admin fee / account holder | $553 | $6,645-91.7% | $5,333-89.6% | $10,133-94.5% |