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 | $106,749-79.9% | $145,433-85.2% | $82,448-74.0% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | -77.74% | 27.59%-105.3pp | 66.58%-144.3pp | 41.64%-119.4pp |
| Employer contribution / active EE | $23,251 | $3,444+575.0% | $4,554+410.5% | $2,551+811.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,029 | $8,390+7.6% | $13,129-31.2% | $7,234+24.8% |