Filed June 14, 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 | $15,601 | $87,834-82.2% | $133,975-88.4% | $62,881-75.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.37% | 12.05%-1.7pp | 29.29%-18.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,621 | $3,482-53.5% | $5,211-68.9% | $2,281-29.0% |
| Participant deferral / active EE | $2,296 | $4,812-52.3% | $6,282-63.4% | $3,203-28.3% |
| Admin fee / account holder | $883 | $5,372-83.6% | $9,324-90.5% | $4,296-79.5% |