Filed November 29, 2021
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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 | $25,803 | $65,704-60.7% | $94,229-72.6% | $59,633-56.7% |
| Participation rate | 67.7% | 72.1%-4.4pp | 78.8%-11.0pp | 68.7%-0.9pp |
| Annual return | -3.64% | 5.22%-8.9pp | 10.68%-14.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,850 | $2,021-8.4% | $3,587-48.4% | $2,203-16.0% |
| Participant deferral / active EE | $2,478 | $3,143-21.2% | $4,320-42.7% | $3,192-22.4% |
| Admin fee / account holder | $1,269 | $4,265-70.2% | $6,269-79.8% | $4,297-70.5% |