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.)
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 | $21,008 | $79,894-73.7% | $135,792-84.5% | $82,637-74.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 20.48% | 17.20%+3.3pp | 25.96%-5.5pp | 53.51%-33.0pp |
| Employer contribution / active EE | $2,582 | $2,165+19.3% | $3,496-26.1% | $2,552+1.2% |
| Participant deferral / active EE | $5,396 | $3,194+68.9% | $4,759+13.4% | $4,126+30.8% |
| Admin fee / account holder | $2,075 | $6,434-67.7% | $12,266-83.1% | $7,339-71.7% |