Filed April 2, 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 | $17,476 | $102,393-82.9% | $147,041-88.1% | $80,911-78.4% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 124.92% | 134.95%-10.0pp | 419.21%-294.3pp | 35.63%+89.3pp |
| Employer contribution / active EE | $2,068 | $3,715-44.3% | $4,935-58.1% | $2,756-25.0% |
| Participant deferral / active EE | $5,092 | $6,647-23.4% | $8,071-36.9% | $4,297+18.5% |
| Admin fee / account holder | $412 | $7,943-94.8% | $13,006-96.8% | $6,935-94.1% |