Filed July 25, 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 | $39,195 | $73,848-46.9% | $143,799-72.7% | $68,486-42.8% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -10.72% | 0.91%-11.6pp | -0.04%-10.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,057 | $3,385+19.9% | $5,638-28.0% | $4,028+0.7% |
| Admin fee / account holder | $918 | $5,755-84.1% | $14,677-93.7% | $5,404-83.0% |