Filed August 14, 2023 (most recent of 2 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.)
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 | $11,052 | $65,246-83.1% | $98,716-88.8% | $67,986-83.7% |
| Participation rate | 71.9% | 51.4%+20.5pp | 69.3%+2.6pp | 57.2%+14.7pp |
| Annual return | -88.64% | 20.58%-109.2pp | 31.81%-120.4pp | 31.67%-120.3pp |
| Employer contribution / active EE | $2,146 | $1,042+106.0% | $2,279-5.8% | $2,019+6.3% |
| Participant deferral / active EE | $3,870 | $2,594+49.2% | $4,048-4.4% | $3,358+15.2% |
| Admin fee / account holder | $2,756 | $4,561-39.6% | $8,703-68.3% | $3,203-14.0% |