Filed May 11, 2023
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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 | $26,740 | $82,032-67.4% | $123,106-78.3% | $59,633-55.2% |
| Participation rate | 91.2% | 83.2%+8.0pp | 86.8%+4.4pp | 68.7%+22.5pp |
| Annual return | -0.99% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $2,453 | $3,297-25.6% | $5,151-52.4% | $2,203+11.4% |
| Participant deferral / active EE | $4,974 | $4,667+6.6% | $6,229-20.2% | $3,192+55.8% |
| Admin fee / account holder | $885 | $5,881-85.0% | $9,015-90.2% | $4,297-79.4% |