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 | $107,421-80.0% | $182,262-88.2% | $94,015-77.2% |
| Participation rate | 97.9% | 77.8%+20.1pp | 84.2%+13.7pp | 70.8%+27.1pp |
| Annual return | -77.74% | 21.32%-99.1pp | 140.60%-218.3pp | 17.84%-95.6pp |
| Employer contribution / active EE | $23,251 | $3,448+574.4% | $5,046+360.8% | $2,790+733.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,029 | $8,692+3.9% | $16,712-46.0% | $8,951+0.9% |