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 | $88,710+38.0% | $81,783+49.6% | $145,959-16.1% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 16.00% | 1027.26%-1011.3pp | 775.05%-759.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,660 | $4,645+129.5% | $4,320+146.7% | $6,689+59.4% |
| Admin fee / account holder | $10,826 | $8,407+28.8% | $7,380+46.7% | $13,398-19.2% |