Filed January 5, 2023 (most recent of 2 filings on file)
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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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,045 | $71,872-6.7% | $86,691-22.7% | $68,495-2.1% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -15.51% | 3.53%-19.0pp | 35.94%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,159 | $2,173-0.7% | $2,837-23.9% | $2,596-16.9% |
| Participant deferral / active EE | $4,013 | $3,779+6.2% | $4,656-13.8% | $4,028-0.4% |
| Admin fee / account holder | $10,690 | $6,112+74.9% | $7,492+42.7% | $5,403+97.8% |