Filed March 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,315 | $100,041-19.7% | $149,718-46.4% | $70,131+14.5% |
| Participation rate | 68.0% | 83.6%-15.6pp | 87.1%-19.1pp | 69.5%-1.5pp |
| Annual return | 12.29% | 27.43%-15.1pp | 1501.67%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,354 | $3,662-35.7% | $5,445-56.8% | $2,342+0.5% |
| Participant deferral / active EE | $3,961 | $4,983-20.5% | $6,569-39.7% | $3,332+18.9% |
| Admin fee / account holder | $16,900 | $8,286+103.9% | $11,283+49.8% | $4,645+263.8% |