Filed May 13, 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 | $67,219 | $99,031-32.1% | $86,597-22.4% | $147,585-54.5% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 22.79% | 1312.56%-1289.8pp | 964.96%-942.2pp | 578.57%-555.8pp |
| Employer contribution / active EE | $2,374 | $3,132-24.2% | $2,840-16.4% | $4,876-51.3% |
| Participant deferral / active EE | $7,112 | $3,972+79.0% | $3,609+97.1% | $5,439+30.8% |
| Admin fee / account holder | $1,764 | $5,711-69.1% | $4,906-64.0% | $10,885-83.8% |