Filed April 2, 2024
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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 | $24,474 | $125,797-80.5% | $170,043-85.6% | $75,173-67.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.34% | 27.20%-10.9pp | 53.40%-37.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $1,918 | $4,616-58.4% | $6,790-71.7% | $2,671-28.2% |
| Participant deferral / active EE | $5,841 | $6,838-14.6% | $10,410-43.9% | $4,126+41.5% |
| Admin fee / account holder | $2,868 | $8,177-64.9% | $12,824-77.6% | $5,651-49.2% |