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 | $208,944 | $103,038+102.8% | $90,324+131.3% | $152,909+36.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 12.55% | 95.25%-82.7pp | 78.15%-65.6pp | 345.46%-332.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,541 | $4,282+76.1% | $3,885+94.1% | $5,851+28.9% |
| Admin fee / account holder | $2,399 | $6,177-61.2% | $5,356-55.2% | $11,601-79.3% |