Filed November 2, 2023 (most recent of 4 filings on file)
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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 | $21,558 | $100,060-78.5% | $149,721-85.6% | $70,126-69.3% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.1%-14.0pp | 69.5%+3.5pp |
| Annual return | 13.45% | 27.46%-14.0pp | 1501.67%-1488.2pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,479 | $3,661-59.6% | $5,444-72.8% | $2,343-36.9% |
| Participant deferral / active EE | $2,740 | $4,982-45.0% | $6,568-58.3% | $3,332-17.8% |
| Admin fee / account holder | $2,091 | $8,285-74.8% | $11,282-81.5% | $4,645-55.0% |