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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $156,545 | $99,017+58.1% | $86,587+80.8% | $147,585+6.1% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 42.37% | 1312.37%-1270.0pp | 964.86%-922.5pp | 578.56%-536.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,036 | $3,972+152.7% | $3,609+178.1% | $5,439+84.5% |
| Admin fee / account holder | $56,315 | $5,710+886.2% | $4,906+1047.9% | $10,885+417.3% |