Filed June 20, 2024
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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 | $6,789 | $129,959-94.8% | $104,301-93.5% | $134,532-95.0% |
| Participation rate | 95.7% | 79.5%+16.1pp | 73.3%+22.4pp | 81.2%+14.4pp |
| Annual return | -21.15% | 42.04%-63.2pp | 24.61%-45.8pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,444 | $4,185-65.5% | $3,373-57.2% | $4,741-69.5% |
| Participant deferral / active EE | $2,944 | $5,589-47.3% | $4,626-36.3% | $6,401-54.0% |
| Admin fee / account holder | $1,000 | $9,325-89.3% | $7,340-86.4% | $11,429-91.2% |