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 | $100,041-61.8% | $149,718-74.5% | $70,131-45.5% |
| Participation rate | 64.6% | 83.6%-19.0pp | 87.1%-22.5pp | 69.5%-5.0pp |
| Annual return | 11.98% | 27.43%-15.5pp | 1501.70%-1489.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,611 | $4,983-27.5% | $6,568-45.0% | $3,332+8.4% |
| Admin fee / account holder | $3,829 | $8,286-53.8% | $11,283-66.1% | $4,645-17.6% |