Filed December 29, 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 | $38,832 | $153,769-74.7% | $133,975-71.0% | $273,972-85.8% |
| Participation rate | 11.1% | 88.4%-77.3pp | 87.1%-76.0pp | 83.0%-71.9pp |
| Annual return | -0.90% | 36.51%-37.4pp | 29.29%-30.2pp | 41.46%-42.4pp |
| Employer contribution / active EE | $5,708 | $6,029-5.3% | $5,211+9.5% | $4,869+17.2% |
| Participant deferral / active EE | $10,894 | $6,958+56.6% | $6,282+73.4% | $5,287+106.0% |
| Admin fee / account holder | $14,973 | $11,765+27.3% | $9,324+60.6% | $10,133+47.8% |