Filed October 30, 2024
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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 | $19,856 | $58,234-65.9% | $81,783-75.7% | $80,874-75.4% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.4%-16.4pp | 67.6%-11.6pp |
| Annual return | 9.85% | 41.70%-31.9pp | 775.05%-765.2pp | 35.62%-25.8pp |
| Employer contribution / active EE | $496 | $2,341-78.8% | $2,913-83.0% | $2,756-82.0% |
| Participant deferral / active EE | $3,666 | $3,283+11.7% | $4,320-15.2% | $4,297-14.7% |
| Admin fee / account holder | $7,500 | $4,982+50.6% | $7,380+1.6% | $6,935+8.1% |