Filed January 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,963 | $138,102-70.3% | $125,381-67.3% | $134,532-69.6% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -18.32% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,728 | $5,245-67.0% | $4,815-64.1% | $4,741-63.5% |
| Participant deferral / active EE | $5,031 | $7,801-35.5% | $7,448-32.4% | $6,401-21.4% |
| Admin fee / account holder | $29,332 | $11,568+153.6% | $10,007+193.1% | $11,429+156.7% |