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 | $145,431-70.7% | $211,142-79.8% | $87,485-51.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 12.11% | 27.21%-15.1pp | 46.84%-34.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $4,174 | $4,662-10.5% | $6,442-35.2% | $2,596+60.8% |
| Participant deferral / active EE | $7,761 | $6,859+13.2% | $9,284-16.4% | $4,274+81.6% |
| Admin fee / account holder | $2,579 | $17,052-84.9% | $19,076-86.5% | $7,775-66.8% |