Filed February 14, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,700 | $171,867-33.3% | $149,721-23.4% | $147,586-22.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 19.18% | 2113.36%-2094.2pp | 1501.67%-1482.5pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,990 | $6,275-68.3% | $5,444-63.4% | $4,876-59.2% |
| Participant deferral / active EE | $4,885 | $7,270-32.8% | $6,568-25.6% | $5,439-10.2% |
| Admin fee / account holder | $7,177 | $13,799-48.0% | $11,282-36.4% | $10,886-34.1% |