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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,886 | $91,525+120.6% | $130,026+55.3% | $75,181+168.5% |
| Participation rate | 58.8% | 71.4%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 19.40% | -631.40%+650.8pp | -137.26%+156.7pp | 160.69%-141.3pp |
| Employer contribution / active EE | $3,952 | $2,844+39.0% | $4,321-8.5% | $2,671+48.0% |
| Participant deferral / active EE | $5,975 | $4,342+37.6% | $5,821+2.7% | $4,126+44.8% |
| Admin fee / account holder | $3,799 | $6,778-44.0% | $10,608-64.2% | $5,650-32.8% |