Filed December 15, 2022
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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 | $29,134 | $100,911-71.1% | $90,440-67.8% | $158,966-81.7% |
| Participation rate | 52.4% | 75.0%-22.6pp | 72.7%-20.3pp | 82.0%-29.6pp |
| Annual return | 64.97% | 1726.62%-1661.6pp | 1294.38%-1229.4pp | 302.95%-238.0pp |
| Employer contribution / active EE | $1,338 | $3,690-63.8% | $3,263-59.0% | $4,762-71.9% |
| Participant deferral / active EE | $2,744 | $4,348-36.9% | $3,964-30.8% | $5,983-54.1% |
| Admin fee / account holder | $373 | $6,507-94.3% | $5,615-93.4% | $11,250-96.7% |