Filed November 20, 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 | $21,116 | $91,559-76.9% | $133,971-84.2% | $79,852-73.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.3pp |
| Annual return | 14.46% | 61.85%-47.4pp | 45.09%-30.6pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,883 | $2,384-21.0% | $3,919-52.0% | $2,471-23.8% |
| Participant deferral / active EE | $2,760 | $3,734-26.1% | $5,047-45.3% | $3,740-26.2% |
| Admin fee / account holder | $4,721 | $6,321-25.3% | $8,929-47.1% | $5,306-11.0% |