Filed June 5, 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 | $122,387 | $88,754+37.9% | $81,820+49.6% | $145,877-16.1% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 16.00% | 1031.77%-1015.8pp | 777.93%-761.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,660 | $4,648+129.4% | $4,323+146.6% | $6,691+59.3% |
| Admin fee / account holder | $10,826 | $8,424+28.5% | $7,391+46.5% | $13,402-19.2% |