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 | $81,403-74.2% | $147,027-85.7% | $87,485-76.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 20.48% | 16.51%+4.0pp | 20.23%+0.2pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,582 | $2,205+17.1% | $3,626-28.8% | $2,596-0.5% |
| Participant deferral / active EE | $5,396 | $3,315+62.8% | $4,933+9.4% | $4,274+26.3% |
| Admin fee / account holder | $2,075 | $6,755-69.3% | $12,223-83.0% | $7,775-73.3% |