Filed March 8, 2023
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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 | $15,920 | $52,467-69.7% | $57,196-72.2% | $55,167-71.1% |
| Participation rate | 84.3% | 75.8%+8.5pp | 75.3%+9.0pp | 69.0%+15.3pp |
| Annual return | 14.29% | 7.72%+6.6pp | 14.59%-0.3pp | 169.23%-154.9pp |
| Employer contribution / active EE | $2,024 | $2,477-18.3% | $2,683-24.6% | $1,963+3.1% |
| Participant deferral / active EE | $2,910 | $2,830+2.8% | $3,096-6.0% | $3,054-4.7% |
| Admin fee / account holder | $10,036 | $269+3629.9% | $3,141+219.6% | $504+1891.6% |