Filed January 4, 2024
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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 | $13,220 | $165,399-92.0% | $149,745-91.2% | $158,982-91.7% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 64.04% | 348.34%-284.3pp | 276.72%-212.7pp | 302.99%-238.9pp |
| Employer contribution / active EE | $1,834 | $5,105-64.1% | $4,646-60.5% | $4,763-61.5% |
| Participant deferral / active EE | $5,832 | $7,183-18.8% | $6,843-14.8% | $5,983-2.5% |
| Admin fee / account holder | $449 | $10,811-95.8% | $9,312-95.2% | $11,252-96.0% |