Filed November 27, 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 | $14,638 | $82,674-82.3% | $125,381-88.3% | $68,486-78.6% |
| Participation rate | 80.8% | 75.1%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -13.61% | -5.97%-7.6pp | 572.31%-585.9pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,544 | $3,382-54.3% | $4,815-67.9% | $2,597-40.5% |
| Participant deferral / active EE | $4,835 | $6,111-20.9% | $7,448-35.1% | $4,028+20.1% |
| Admin fee / account holder | $705 | $6,277-88.8% | $10,007-93.0% | $5,404-86.9% |