Filed October 24, 2022
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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 | $6,409 | $71,872-91.1% | $86,691-92.6% | $68,495-90.6% |
| Participation rate | 70.3% | 72.2%-2.0pp | 76.6%-6.3pp | 67.9%+2.4pp |
| Annual return | -22.88% | 3.53%-26.4pp | 35.94%-58.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,334 | $2,173-38.6% | $2,837-53.0% | $2,596-48.6% |
| Participant deferral / active EE | $2,784 | $3,779-26.3% | $4,656-40.2% | $4,028-30.9% |
| Admin fee / account holder | $1,354 | $6,112-77.8% | $7,492-81.9% | $5,403-74.9% |