Filed May 17, 2023
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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 | $31,297 | $95,453-67.2% | $112,040-72.1% | $82,448-62.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.42% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $799 | $2,318-65.5% | $2,954-73.0% | $2,551-68.7% |
| Participant deferral / active EE | $2,306 | $4,224-45.4% | $5,098-54.8% | $4,139-44.3% |
| Admin fee / account holder | $1,441 | $9,013-84.0% | $12,098-88.1% | $7,234-80.1% |