Filed May 26, 2023
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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 | $29,101 | $86,940-66.5% | $102,434-71.6% | $80,935-64.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 870.10% | 18.89%+851.2pp | 29.46%+840.6pp | 35.66%+834.4pp |
| Employer contribution / active EE | $2,890 | $2,370+22.0% | $3,023-4.4% | $2,757+4.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,685 | $8,047-79.1% | $9,462-82.2% | $6,924-75.7% |