Filed March 9, 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 | $46,779 | $54,380-14.0% | $68,509-31.7% | $59,633-21.6% |
| Participation rate | 51.4% | 70.2%-18.8pp | 74.7%-23.3pp | 68.7%-17.2pp |
| Annual return | -3.27% | 2.83%-6.1pp | 8.27%-11.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $2,059 | $1,539+33.9% | $2,278-9.6% | $2,203-6.5% |
| Participant deferral / active EE | $4,666 | $2,643+76.5% | $3,382+38.0% | $3,192+46.2% |
| Admin fee / account holder | $12,115 | $3,885+211.8% | $5,275+129.7% | $4,297+182.0% |