Filed June 17, 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 | $15,112 | $39,162-61.4% | $100,671-85.0% | $59,632-74.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.01% | 21.07%-19.1pp | 20.43%-18.4pp | 2041.32%-2039.3pp |
| Employer contribution / active EE | $732 | $1,151-36.3% | $4,012-81.7% | $2,203-66.7% |
| Participant deferral / active EE | $1,477 | $1,992-25.8% | $3,144-53.0% | $3,192-53.7% |
| Admin fee / account holder | $575 | $2,969-80.6% | $4,850-88.1% | $4,297-86.6% |