Filed December 15, 2022
Total covered: 382 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,189 | $42,683+43.4% | $112,860-45.8% | $64,340-4.9% |
| Participation rate | 46.8% | 58.7%-11.8pp | 66.3%-19.5pp | 55.2%-8.4pp |
| Annual return | 13.48% | 60.53%-47.0pp | 35.26%-21.8pp | 24.14%-10.7pp |
| Employer contribution / active EE | $205 | $1,274-83.9% | $2,206-90.7% | $1,862-89.0% |
| Participant deferral / active EE | $1,806 | $2,315-22.0% | $3,493-48.3% | $2,980-39.4% |
| Admin fee / account holder | $5,987 | $3,670+63.1% | $6,841-12.5% | $3,703+61.7% |