Filed June 20, 2023 (most recent of 3 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 | $30,098 | $55,423-45.7% | $155,602-80.7% | $74,400-59.5% |
| Participation rate | 17.2% | 61.9%-44.7pp | 78.2%-61.0pp | 67.2%-50.0pp |
| Annual return | 12.83% | 269.07%-256.2pp | 64.81%-52.0pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $418 | $2,266-81.6% | $4,675-91.1% | $2,624-84.1% |
| Participant deferral / active EE | $1,116 | $2,835-60.6% | $5,629-80.2% | $4,348-74.3% |
| Admin fee / account holder | $6,103 | $1,744+249.8% | $15,923-61.7% | $1,944+214.0% |