Filed January 26, 2024
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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 | $6,541 | $133,983-95.1% | $112,244-94.2% | $134,493-95.1% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -25.41% | 47.13%-72.5pp | 27.46%-52.9pp | 418.01%-443.4pp |
| Employer contribution / active EE | $2,810 | $4,039-30.4% | $3,635-22.7% | $4,740-40.7% |
| Participant deferral / active EE | $4,064 | $5,291-23.2% | $4,728-14.1% | $6,400-36.5% |
| Admin fee / account holder | $1,535 | $7,490-79.5% | $6,411-76.1% | $11,425-86.6% |