Filed December 16, 2021
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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 | $151,313 | $102,385+47.8% | $147,080+2.9% | $80,935+87.0% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 1.98% | 135.09%-133.1pp | 420.17%-418.2pp | 35.66%-33.7pp |
| Employer contribution / active EE | $2,464 | $3,717-33.7% | $4,933-50.1% | $2,757-10.6% |
| Participant deferral / active EE | $6,512 | $6,651-2.1% | $8,066-19.3% | $4,299+51.5% |
| Admin fee / account holder | $15,989 | $7,951+101.1% | $12,989+23.1% | $6,924+130.9% |