Filed March 14, 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 | $21,203 | $89,259-76.2% | $107,187-80.2% | $82,637-74.3% |
| Participation rate | 96.4% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.3pp |
| Annual return | 27.54% | 21.02%+6.5pp | 204.55%-177.0pp | 53.51%-26.0pp |
| Employer contribution / active EE | $2,847 | $3,080-7.6% | $3,782-24.7% | $2,552+11.6% |
| Participant deferral / active EE | $5,255 | $4,037+30.2% | $5,096+3.1% | $4,126+27.4% |
| Admin fee / account holder | $2,224 | $7,381-69.9% | $9,162-75.7% | $7,339-69.7% |