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 | $74,522 | $55,437+34.4% | $155,534-52.1% | $74,459+0.1% |
| Participation rate | 62.7% | 61.9%+0.8pp | 78.2%-15.5pp | 67.2%-4.5pp |
| Annual return | 9.10% | 269.58%-260.5pp | 64.92%-55.8pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $2,651 | $2,266+17.0% | $4,675-43.3% | $2,626+0.9% |
| Participant deferral / active EE | $4,107 | $2,837+44.7% | $5,630-27.1% | $4,350-5.6% |
| Admin fee / account holder | $3,071 | $1,742+76.3% | $15,900-80.7% | $1,945+57.9% |