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 | $102,978+102.9% | $90,287+131.4% | $152,870+36.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 12.55% | 95.17%-82.6pp | 78.10%-65.5pp | 345.34%-332.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,541 | $4,281+76.2% | $3,885+94.1% | $5,850+28.9% |
| Admin fee / account holder | $2,399 | $6,171-61.1% | $5,351-55.2% | $11,597-79.3% |