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.)
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 | $20,520 | $94,529-78.3% | $140,019-85.3% | $64,173-68.0% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -8.92% | 7.77%-16.7pp | 651.17%-660.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,700 | $3,812-55.4% | $5,605-69.7% | $2,381-28.6% |
| Participant deferral / active EE | $2,897 | $5,250-44.8% | $6,927-58.2% | $3,470-16.5% |
| Admin fee / account holder | $1,007 | $6,741-85.1% | $10,705-90.6% | $4,887-79.4% |