Filed September 15, 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 | $1,306 | $96,361-98.6% | $80,607-98.4% | $139,456-99.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | -24.46% | 1350.95%-1375.4pp | 936.11%-960.6pp | 373.45%-397.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,253 | $5,232-56.9% | $4,448-49.3% | $6,711-66.4% |
| Admin fee / account holder | $2,826 | $6,601-57.2% | $5,379-47.5% | $11,407-75.2% |