Filed February 4, 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 | $73,583 | $52,507+40.1% | $129,406-43.1% | $74,478-1.2% |
| Participation rate | 43.4% | 53.9%-10.5pp | 69.6%-26.3pp | 67.2%-23.8pp |
| Annual return | 10.89% | 15.64%-4.8pp | 9468.18%-9457.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,233 | $1,534-19.6% | $4,155-70.3% | $2,626-53.1% |
| Participant deferral / active EE | $2,688 | $2,801-4.0% | $4,167-35.5% | $4,350-38.2% |
| Admin fee / account holder | $6,575 | $2,639+149.2% | $7,689-14.5% | $1,946+237.9% |