Filed December 12, 2024
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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 | $14,857 | $76,551-80.6% | $123,894-88.0% | $62,881-76.4% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 32.04% | 18.68%+13.4pp | 47.52%-15.5pp | 20.14%+11.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,800 | $4,840+19.8% | $5,984-3.1% | $3,203+81.1% |
| Admin fee / account holder | $2,075 | $4,826-57.0% | $8,357-75.2% | $4,296-51.7% |