Filed January 10, 2025
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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 | $30,660 | $82,674-62.9% | $125,381-75.5% | $68,486-55.2% |
| Participation rate | 55.4% | 75.1%-19.6pp | 82.4%-27.0pp | 67.9%-12.5pp |
| Annual return | -23.94% | -5.97%-18.0pp | 572.31%-596.2pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,310 | $6,111-13.1% | $7,448-28.7% | $4,028+31.8% |
| Admin fee / account holder | $3,365 | $6,277-46.4% | $10,007-66.4% | $5,404-37.7% |