Filed March 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,582 | $90,607-44.2% | $79,467-36.3% | $135,380-62.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -9.34% | 977.74%-987.1pp | 718.30%-727.6pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,058 | $3,068-0.3% | $2,800+9.2% | $4,779-36.0% |
| Participant deferral / active EE | $13,234 | $4,050+226.7% | $3,704+257.3% | $5,609+135.9% |
| Admin fee / account holder | $7,468 | $5,895+26.7% | $5,104+46.3% | $10,828-31.0% |