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 | $58,258-94.4% | $81,820-96.0% | $80,925-96.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.66% | 41.76%-30.1pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,152 | $2,345-50.9% | $2,915-60.5% | $2,756-58.2% |
| Participant deferral / active EE | $827 | $3,284-74.8% | $4,323-80.9% | $4,299-80.8% |
| Admin fee / account holder | $1,292 | $4,976-74.0% | $7,391-82.5% | $6,940-81.4% |