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 | $160,040+26.2% | $147,096+37.3% | $145,877+38.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 15.23% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $5,503 | $5,289+4.0% | $4,936+11.5% | $4,663+18.0% |
| Participant deferral / active EE | $8,752 | $8,429+3.8% | $8,071+8.4% | $6,691+30.8% |
| Admin fee / account holder | $67,978 | $15,050+351.7% | $13,005+422.7% | $13,402+407.2% |