Filed August 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,693 | $101,778+156.1% | $164,975+58.0% | $80,925+222.1% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 15.45% | 16.73%-1.3pp | 70.12%-54.7pp | 35.65%-20.2pp |
| Employer contribution / active EE | $3,920 | $2,954+32.7% | $4,343-9.7% | $2,756+42.2% |
| Participant deferral / active EE | $6,548 | $4,477+46.3% | $6,033+8.5% | $4,299+52.3% |
| Admin fee / account holder | $12,714 | $8,221+54.6% | $12,688+0.2% | $6,940+83.2% |