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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,567 | $49,164-13.4% | $121,169-64.9% | $75,181-43.4% |
| Participation rate | 54.9% | 55.4%-0.5pp | 69.5%-14.6pp | 67.2%-12.3pp |
| Annual return | 14.32% | 56.03%-41.7pp | 986.71%-972.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $828 | $1,546-46.5% | $4,168-80.1% | $2,671-69.0% |
| Participant deferral / active EE | $1,474 | $2,628-43.9% | $4,083-63.9% | $4,126-64.3% |
| Admin fee / account holder | $7,819 | $3,942+98.3% | $5,645+38.5% | $5,650+38.4% |