Filed June 23, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,330 | $148,582-93.0% | $135,942-92.4% | $139,456-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.72% | 79.26%-72.5pp | 68.28%-61.6pp | 373.45%-366.7pp |
| Employer contribution / active EE | $83,533 | $5,245+1492.7% | $4,858+1619.7% | $4,753+1657.6% |
| Participant deferral / active EE | $161,202 | $8,101+1889.8% | $7,759+1977.6% | $6,711+2301.9% |
| Admin fee / account holder | $609,161 | $12,402+4811.7% | $10,764+5559.2% | $11,407+5240.2% |