Filed December 21, 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 | $9,627 | $75,828-87.3% | $147,617-93.5% | $59,632-83.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.63% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.32%-2042.9pp |
| Employer contribution / active EE | $846 | $3,485-75.7% | $5,565-84.8% | $2,203-61.6% |
| Participant deferral / active EE | $1,250 | $3,130-60.1% | $4,895-74.5% | $3,192-60.8% |
| Admin fee / account holder | $3,170 | $5,985-47.0% | $11,611-72.7% | $4,297-26.2% |