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 | $24,659 | $81,870-69.9% | $119,622-79.4% | $68,486-64.0% |
| Participation rate | 94.3% | 71.9%+22.4pp | 79.3%+15.0pp | 67.9%+26.4pp |
| Annual return | -17.70% | -23.82%+6.1pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,727 | $2,692+1.3% | $4,232-35.6% | $2,597+5.0% |
| Participant deferral / active EE | $5,791 | $4,148+39.6% | $5,601+3.4% | $4,028+43.8% |
| Admin fee / account holder | $1,131 | $6,583-82.8% | $10,328-89.1% | $5,404-79.1% |