Filed December 22, 2023
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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 | $66,129 | $61,391+7.7% | $149,723-55.8% | $71,529-7.5% |
| Participation rate | 57.8% | 62.5%-4.7pp | 78.8%-21.0pp | 67.9%-10.1pp |
| Annual return | 10.58% | 35.88%-25.3pp | 134.50%-123.9pp | 28.97%-18.4pp |
| Employer contribution / active EE | $2,200 | $2,384-7.7% | $4,821-54.4% | $2,590-15.1% |
| Participant deferral / active EE | $3,292 | $2,921+12.7% | $5,682-42.1% | $4,291-23.3% |
| Admin fee / account holder | $5,952 | $1,264+370.8% | $13,215-55.0% | $1,588+274.7% |