Filed July 19, 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 | $34,798 | $109,359-68.2% | $162,171-78.5% | $72,983-52.3% |
| Participation rate | 81.0% | 84.3%-3.3pp | 87.6%-6.6pp | 69.5%+11.5pp |
| Annual return | 35.43% | 25.46%+10.0pp | 115.60%-80.2pp | 81.01%-45.6pp |
| Employer contribution / active EE | $1,638 | $3,907-58.1% | $5,613-70.8% | $2,440-32.9% |
| Participant deferral / active EE | $2,662 | $5,481-51.4% | $7,297-63.5% | $3,608-26.2% |
| Admin fee / account holder | $579 | $7,972-92.7% | $10,843-94.7% | $5,124-88.7% |