Filed April 25, 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 | $94,235 | $27,800+239.0% | $58,507+61.1% | $71,529+31.7% |
| Participation rate | 14.7% | 34.6%-19.9pp | 50.9%-36.1pp | 67.9%-53.2pp |
| Annual return | 12.87% | 26.80%-13.9pp | 4252.32%-4239.4pp | 28.97%-16.1pp |
| Employer contribution / active EE | $677 | $632+7.1% | $1,053-35.8% | $2,590-73.9% |
| Participant deferral / active EE | $1,290 | $1,208+6.8% | $1,922-32.9% | $4,291-69.9% |
| Admin fee / account holder | $9,650 | $1,637+489.4% | $2,486+288.2% | $1,588+507.5% |