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 | $88,815+37.8% | $81,882+49.5% | $145,897-16.1% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 16.00% | 1033.75%-1017.8pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,660 | $4,647+129.4% | $4,323+146.6% | $6,689+59.4% |
| Admin fee / account holder | $10,826 | $8,434+28.3% | $7,360+47.1% | $13,390-19.2% |