Filed August 17, 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 | $25,204 | $185,883-86.4% | $170,043-85.2% | $139,466-81.9% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | -18.06% | 60.54%-78.6pp | 53.40%-71.5pp | 373.66%-391.7pp |
| Employer contribution / active EE | $2,677 | $7,596-64.8% | $6,790-60.6% | $4,754-43.7% |
| Participant deferral / active EE | $5,231 | $11,626-55.0% | $10,410-49.8% | $6,712-22.1% |
| Admin fee / account holder | $84,034 | $15,393+445.9% | $12,824+555.3% | $11,409+636.6% |