Filed February 12, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,070 | $100,060-45.0% | $149,721-63.2% | $70,126-21.5% |
| Participation rate | 63.3% | 83.6%-20.2pp | 87.1%-23.7pp | 69.5%-6.2pp |
| Annual return | 8.18% | 27.46%-19.3pp | 1501.67%-1493.5pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,096 | $4,982-37.9% | $6,568-52.9% | $3,332-7.1% |
| Admin fee / account holder | $2,045 | $8,285-75.3% | $11,282-81.9% | $4,645-56.0% |