Filed November 12, 2024
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,996 | $57,330-65.1% | $86,656-76.9% | $75,177-73.4% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | -4.62% | 2675.40%-2680.0pp | 593.09%-597.7pp | 160.75%-165.4pp |
| Employer contribution / active EE | $617 | $2,316-73.4% | $3,025-79.6% | $2,671-76.9% |
| Participant deferral / active EE | $2,829 | $3,320-14.8% | $4,439-36.3% | $4,126-31.4% |
| Admin fee / account holder | $12,482 | $4,115+203.3% | $5,619+122.1% | $5,651+120.9% |