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 | $142,972-73.1% | $214,702-82.1% | $86,983-55.8% |
| Participation rate | 77.8% | 84.9%-7.1pp | 87.5%-9.7pp | 69.5%+8.2pp |
| Annual return | 11.96% | 18.49%-6.5pp | 54.55%-42.6pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,909 | $4,635-15.7% | $6,461-39.5% | $2,584+51.2% |
| Participant deferral / active EE | $4,354 | $6,568-33.7% | $9,147-52.4% | $4,194+3.8% |
| Admin fee / account holder | $6,117 | $17,617-65.3% | $19,830-69.2% | $7,856-22.1% |