Filed December 18, 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 | $11,955 | $52,306-77.1% | $69,779-82.9% | $62,881-81.0% |
| Participation rate | 90.4% | 67.2%+23.1pp | 71.8%+18.5pp | 69.3%+21.1pp |
| Annual return | 8.35% | 13.35%-5.0pp | 12.99%-4.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,306 | $1,799-27.4% | $2,338-44.1% | $2,281-42.7% |
| Participant deferral / active EE | $2,829 | $2,395+18.1% | $2,931-3.5% | $3,203-11.7% |
| Admin fee / account holder | $1,059 | $3,691-71.3% | $4,381-75.8% | $4,296-75.4% |