Filed December 19, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $16,227 | $105,623-84.6% | $87,502-81.5% | $273,972-94.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.54% | 12.26%-8.7pp | 12.21%-8.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,234 | $3,141-60.7% | $2,550-51.6% | $4,869-74.6% |
| Participant deferral / active EE | $832 | $3,601-76.9% | $3,149-73.6% | $5,287-84.3% |
| Admin fee / account holder | $1,065 | $4,781-77.7% | $4,221-74.8% | $10,133-89.5% |