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% | $129,397-43.1% | $74,429-1.1% |
| Participation rate | 43.4% | 53.8%-10.5pp | 69.6%-26.2pp | 67.2%-23.8pp |
| Annual return | 10.89% | 15.65%-4.8pp | 9453.98%-9443.1pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,233 | $1,532-19.5% | $4,154-70.3% | $2,625-53.0% |
| Participant deferral / active EE | $2,688 | $2,797-3.9% | $4,167-35.5% | $4,348-38.2% |
| Admin fee / account holder | $6,575 | $2,636+149.5% | $7,679-14.4% | $1,944+238.2% |