Filed December 12, 2023
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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 | $3,253 | $58,311-94.4% | $81,882-96.0% | $80,959-96.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.66% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,152 | $2,347-50.9% | $2,916-60.5% | $2,757-58.2% |
| Participant deferral / active EE | $827 | $3,287-74.9% | $4,323-80.9% | $4,300-80.8% |
| Admin fee / account holder | $1,292 | $4,752-72.8% | $7,360-82.4% | $6,925-81.3% |