Filed August 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,157 | $134,817-68.0% | $123,973-65.2% | $155,188-72.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 11.35% | 515.49%-504.1pp | 388.13%-376.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $3,745 | $4,425-15.4% | $4,126-9.2% | $4,248-11.8% |
| Participant deferral / active EE | $12,986 | $5,706+127.6% | $5,247+147.5% | $6,531+98.8% |
| Admin fee / account holder | $36,164 | $13,245+173.0% | $11,799+206.5% | $14,480+149.8% |