Filed January 24, 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 | $113,513 | $110,083+3.1% | $151,645-25.1% | $68,490+65.7% |
| Participation rate | 68.5% | 84.0%-15.4pp | 87.5%-19.0pp | 67.9%+0.6pp |
| Annual return | -18.81% | -10.12%-8.7pp | 3.34%-22.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,588 | $4,470-64.5% | $6,165-74.2% | $2,597-38.8% |
| Participant deferral / active EE | $3,407 | $6,526-47.8% | $8,363-59.3% | $4,028-15.4% |
| Admin fee / account holder | $15,870 | $7,718+105.6% | $11,614+36.6% | $5,403+193.7% |