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 | $62,629 | $92,707-32.4% | $82,726-24.3% | $134,493-53.4% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -6.27% | 945.12%-951.4pp | 701.33%-707.6pp | 418.01%-424.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $9,211 | $4,801+91.9% | $4,394+109.6% | $6,400+43.9% |
| Admin fee / account holder | $249,624 | $5,980+4074.0% | $5,328+4585.5% | $11,425+2084.9% |