Filed May 16, 2022
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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 | $38,197 | $100,060-61.8% | $149,721-74.5% | $70,126-45.5% |
| Participation rate | 64.6% | 83.6%-19.0pp | 87.1%-22.5pp | 69.5%-5.0pp |
| Annual return | 11.98% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,611 | $4,982-27.5% | $6,568-45.0% | $3,332+8.4% |
| Admin fee / account holder | $3,829 | $8,285-53.8% | $11,282-66.1% | $4,645-17.6% |