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 | $96,388-98.6% | $80,627-98.4% | $139,466-99.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | -24.46% | 1352.08%-1376.5pp | 936.76%-961.2pp | 373.66%-398.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,253 | $5,224-56.9% | $4,443-49.3% | $6,712-66.4% |
| Admin fee / account holder | $2,826 | $6,603-57.2% | $5,381-47.5% | $11,409-75.2% |