Filed December 1, 2021
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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 | $85,086 | $160,040-46.8% | $147,096-42.2% | $145,877-41.7% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 13.42% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $5,859 | $5,289+10.8% | $4,936+18.7% | $4,663+25.6% |
| Participant deferral / active EE | $9,381 | $8,429+11.3% | $8,071+16.2% | $6,691+40.2% |
| Admin fee / account holder | $14,798 | $15,050-1.7% | $13,005+13.8% | $13,402+10.4% |