Filed April 10, 2023
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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 | $8,128 | $138,075-94.1% | $123,552-93.4% | $135,379-94.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -26.60% | 153.70%-180.3pp | 119.20%-145.8pp | 519.79%-546.4pp |
| Employer contribution / active EE | $4,392 | $5,152-14.7% | $4,628-5.1% | $4,779-8.1% |
| Participant deferral / active EE | $5,176 | $6,800-23.9% | $6,426-19.4% | $5,609-7.7% |
| Admin fee / account holder | $469 | $10,917-95.7% | $9,285-95.0% | $10,828-95.7% |