Filed April 18, 2023 (most recent of 2 filings on file)
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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 | $38,461 | $145,431-73.6% | $211,142-81.8% | $87,485-56.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 87.3%-9.5pp | 68.9%+8.8pp |
| Annual return | 11.96% | 27.21%-15.2pp | 46.84%-34.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,909 | $4,662-16.1% | $6,442-39.3% | $2,596+50.6% |
| Participant deferral / active EE | $4,354 | $6,859-36.5% | $9,284-53.1% | $4,274+1.9% |
| Admin fee / account holder | $6,117 | $17,052-64.1% | $19,076-67.9% | $7,775-21.3% |