Filed January 16, 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 | $201,966 | $160,028+26.2% | $147,080+37.3% | $145,884+38.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 15.23% | 98.60%-83.4pp | 420.17%-404.9pp | 551.85%-536.6pp |
| Employer contribution / active EE | $5,503 | $5,286+4.1% | $4,933+11.5% | $4,662+18.0% |
| Participant deferral / active EE | $8,752 | $8,422+3.9% | $8,066+8.5% | $6,690+30.8% |
| Admin fee / account holder | $67,978 | $15,030+352.3% | $12,989+423.4% | $13,392+407.6% |