Filed October 18, 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 | $21,456 | $106,524-79.9% | $152,301-85.9% | $87,485-75.5% |
| Participation rate | 97.9% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | -77.74% | 26.89%-104.6pp | 80.50%-158.2pp | 26.06%-103.8pp |
| Employer contribution / active EE | $23,251 | $3,371+589.7% | $4,624+402.8% | $2,596+795.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,029 | $8,287+9.0% | $14,398-37.3% | $7,775+16.1% |