Filed April 25, 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 | $31,159 | $138,075-77.4% | $123,552-74.8% | $135,379-77.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -14.45% | 153.70%-168.1pp | 119.20%-133.7pp | 519.79%-534.2pp |
| Employer contribution / active EE | $2,605 | $5,152-49.4% | $4,628-43.7% | $4,779-45.5% |
| Participant deferral / active EE | $7,408 | $6,800+9.0% | $6,426+15.3% | $5,609+32.1% |
| Admin fee / account holder | $3,235 | $10,917-70.4% | $9,285-65.2% | $10,828-70.1% |