Filed September 9, 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 | $16,503 | $93,598-82.4% | $135,974-87.9% | $75,173-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 48.90% | 30.89%+18.0pp | 68.30%-19.4pp | 160.72%-111.8pp |
| Employer contribution / active EE | $4,993 | $3,538+41.1% | $4,859+2.8% | $2,671+86.9% |
| Participant deferral / active EE | $7,041 | $6,405+9.9% | $7,760-9.3% | $4,126+70.6% |
| Admin fee / account holder | $386 | $6,978-94.5% | $10,767-96.4% | $5,651-93.2% |