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 | $30,209 | $100,895-70.1% | $90,430-66.6% | $158,950-81.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -4.19% | 1725.54%-1729.7pp | 1293.73%-1297.9pp | 302.91%-307.1pp |
| Employer contribution / active EE | $528 | $3,689-85.7% | $3,262-83.8% | $4,762-88.9% |
| Participant deferral / active EE | $2,259 | $4,347-48.0% | $3,963-43.0% | $5,983-62.2% |
| Admin fee / account holder | $17,209 | $6,505+164.5% | $5,613+206.6% | $11,248+53.0% |