Filed January 10, 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 | $60,986 | $72,071-15.4% | $68,368-10.8% | $137,256-55.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.41% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,822 | $2,788-34.7% | $2,649-31.2% | $4,156-56.2% |
| Participant deferral / active EE | $5,983 | $4,410+35.7% | $4,123+45.1% | $6,407-6.6% |
| Admin fee / account holder | $18,508 | $5,336+246.9% | $5,150+259.4% | $12,270+50.8% |