Filed January 19, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,028 | $180,462-83.4% | $154,111-80.5% | $135,379-77.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -2.39% | 888.17%-890.6pp | 735.18%-737.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,962 | $6,036-67.5% | $5,298-63.0% | $4,779-58.9% |
| Participant deferral / active EE | $3,501 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $5,997 | $16,145-62.9% | $13,411-55.3% | $10,828-44.6% |