Filed March 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 | $10,804 | $124,330-91.3% | $109,173-90.1% | $167,536-93.6% |
| Participation rate | 80.0% | 79.5%+0.5pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.46% | 26.04%-14.6pp | 25.75%-14.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,645 | $4,209-60.9% | $3,723-55.8% | $4,839-66.0% |
| Participant deferral / active EE | $4,691 | $5,256-10.8% | $4,654+0.8% | $6,342-26.0% |
| Admin fee / account holder | $3,951 | $7,974-50.5% | $6,755-41.5% | $12,315-67.9% |