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 | $92,766-32.5% | $82,763-24.3% | $134,545-53.5% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -6.27% | 946.97%-953.2pp | 702.45%-708.7pp | 418.37%-424.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,211 | $4,802+91.8% | $4,395+109.6% | $6,401+43.9% |
| Admin fee / account holder | $249,624 | $5,978+4076.0% | $5,325+4587.7% | $11,431+2083.8% |