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.)
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 | $15,179 | $113,338-86.6% | $94,993-84.0% | $147,586-89.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.22% | 20.80%-15.6pp | 27.14%-21.9pp | 578.59%-573.4pp |
| Employer contribution / active EE | $1,944 | $3,160-38.5% | $2,603-25.4% | $4,876-60.1% |
| Participant deferral / active EE | $2,328 | $3,777-38.4% | $3,317-29.8% | $5,439-57.2% |
| Admin fee / account holder | $1,084 | $6,063-82.1% | $4,960-78.1% | $10,886-90.0% |