Filed December 18, 2023 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,383 | $146,267-82.0% | $197,124-86.6% | $82,448-68.0% |
| Participation rate | 71.9% | 84.0%-12.1pp | 86.7%-14.8pp | 68.1%+3.8pp |
| Annual return | 12.17% | 29.61%-17.4pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,357 | $4,723-50.1% | $6,227-62.2% | $2,551-7.6% |
| Participant deferral / active EE | $4,758 | $7,035-32.4% | $9,135-47.9% | $4,139+14.9% |
| Admin fee / account holder | $9,186 | $14,422-36.3% | $16,298-43.6% | $7,234+27.0% |