Filed November 22, 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 | $54,196 | $58,726-7.7% | $142,898-62.1% | $85,847-36.9% |
| Participation rate | 60.4% | 58.5%+1.9pp | 72.0%-11.6pp | 69.3%-8.9pp |
| Annual return | 10.58% | 27.73%-17.2pp | 5639.64%-5629.1pp | 318.61%-308.0pp |
| Employer contribution / active EE | $915 | $1,424-35.7% | $4,146-77.9% | $2,565-64.3% |
| Participant deferral / active EE | $1,576 | $2,609-39.6% | $3,838-59.0% | $3,952-60.1% |
| Admin fee / account holder | $14,128 | $4,234+233.6% | $6,560+115.4% | $6,261+125.7% |