Filed May 16, 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 | $33,314 | $110,083-69.7% | $151,639-78.0% | $68,486-51.4% |
| Participation rate | 91.1% | 84.0%+7.1pp | 87.5%+3.6pp | 67.9%+23.2pp |
| Annual return | -14.37% | -10.12%-4.2pp | 3.34%-17.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,422 | $4,470-68.2% | $6,165-76.9% | $2,597-45.2% |
| Participant deferral / active EE | $4,526 | $6,526-30.6% | $8,363-45.9% | $4,028+12.4% |
| Admin fee / account holder | $2,857 | $7,718-63.0% | $11,613-75.4% | $5,404-47.1% |