Filed March 7, 2023
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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 | $29,452 | $64,729-54.5% | $112,263-73.8% | $68,490-57.0% |
| Participation rate | 44.2% | 67.2%-22.9pp | 75.1%-30.8pp | 67.9%-23.7pp |
| Annual return | -22.69% | -11.40%-11.3pp | 27.49%-50.2pp | -7.85%-14.8pp |
| Employer contribution / active EE | $2,618 | $2,746-4.7% | $3,636-28.0% | $2,597+0.8% |
| Participant deferral / active EE | $5,910 | $3,566+65.8% | $4,729+25.0% | $4,028+46.7% |
| Admin fee / account holder | $906 | $5,222-82.6% | $6,410-85.9% | $5,403-83.2% |