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 | $136,093 | $90,607+50.2% | $79,467+71.3% | $135,380+0.5% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -2.79% | 977.74%-980.5pp | 718.30%-721.1pp | 519.81%-522.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,520 | $4,050+61.0% | $3,704+76.0% | $5,609+16.2% |
| Admin fee / account holder | $699 | $5,895-88.1% | $5,104-86.3% | $10,828-93.5% |