Filed January 17, 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 | $50,065 | $201,370-75.1% | $184,256-72.8% | $145,897-65.7% |
| Participation rate | 56.5% | 87.5%-31.0pp | 86.8%-30.3pp | 80.3%-23.8pp |
| Annual return | 8.86% | 29.05%-20.2pp | 28.85%-20.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $9,651 | $7,024+37.4% | $6,427+50.2% | $4,663+107.0% |
| Participant deferral / active EE | $7,256 | $9,808-26.0% | $9,133-20.6% | $6,689+8.5% |
| Admin fee / account holder | $10,395 | $16,364-36.5% | $13,899-25.2% | $13,390-22.4% |