Filed November 20, 2023
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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 | $40,567 | $82,674-50.9% | $125,381-67.6% | $68,486-40.8% |
| Participation rate | 39.0% | 75.1%-36.0pp | 82.4%-43.4pp | 67.9%-28.9pp |
| Annual return | -19.63% | -5.97%-13.7pp | 572.31%-591.9pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,362 | $3,382-59.7% | $4,815-71.7% | $2,597-47.6% |
| Participant deferral / active EE | $4,325 | $6,111-29.2% | $7,448-41.9% | $4,028+7.4% |
| Admin fee / account holder | $1,410 | $6,277-77.5% | $10,007-85.9% | $5,404-73.9% |