Filed December 28, 2023
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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 | $42,638 | $146,267-70.8% | $197,124-78.4% | $82,448-48.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.11% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $4,174 | $4,723-11.6% | $6,227-33.0% | $2,551+63.6% |
| Participant deferral / active EE | $7,761 | $7,035+10.3% | $9,135-15.0% | $4,139+87.5% |
| Admin fee / account holder | $2,579 | $14,422-82.1% | $16,298-84.2% | $7,234-64.4% |