Filed May 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,714 | $58,241+16.3% | $81,780-17.2% | $80,911-16.3% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.4%-12.4pp | 67.6%-7.6pp |
| Annual return | 9.03% | 41.73%-32.7pp | 776.27%-767.2pp | 35.63%-26.6pp |
| Employer contribution / active EE | $2,365 | $2,343+0.9% | $2,914-18.8% | $2,756-14.2% |
| Participant deferral / active EE | $5,108 | $3,283+55.6% | $4,321+18.2% | $4,297+18.9% |
| Admin fee / account holder | $9,057 | $4,973+82.1% | $7,384+22.7% | $6,935+30.6% |