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 | $52,450+40.3% | $129,295-43.1% | $74,546-1.3% |
| Participation rate | 43.4% | 53.8%-10.5pp | 69.6%-26.2pp | 67.2%-23.8pp |
| Annual return | 10.89% | 15.65%-4.8pp | 9429.28%-9418.4pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,233 | $1,532-19.5% | $4,157-70.3% | $2,624-53.0% |
| Participant deferral / active EE | $2,688 | $2,797-3.9% | $4,169-35.5% | $4,347-38.2% |
| Admin fee / account holder | $6,575 | $2,636+149.5% | $7,665-14.2% | $1,944+238.3% |