Filed January 25, 2024
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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 | $75,629 | $160,059-52.7% | $140,019-46.0% | $135,382-44.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -5.58% | 911.44%-917.0pp | 651.15%-656.7pp | 519.77%-525.4pp |
| Employer contribution / active EE | $4,171 | $6,420-35.0% | $5,605-25.6% | $4,779-12.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,748 | $13,328-86.9% | $10,705-83.7% | $10,829-83.9% |