Filed November 18, 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 | $56,277 | $51,642+9.0% | $129,384-56.5% | $80,935-30.5% |
| Participation rate | 56.8% | 56.9%-0.1pp | 69.6%-12.8pp | 67.7%-10.8pp |
| Annual return | 10.48% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,445 | $1,583-8.7% | $4,153-65.2% | $2,757-47.6% |
| Participant deferral / active EE | $5,082 | $2,670+90.4% | $4,166+22.0% | $4,299+18.2% |
| Admin fee / account holder | $4,697 | $4,312+9.0% | $7,686-38.9% | $6,924-32.2% |