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 | $93,650 | $96,630-3.1% | $86,605+8.1% | $139,427-32.8% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 14.61% | 106.48%-91.9pp | 591.39%-576.8pp | 373.27%-358.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $9,721 | $4,836+101.0% | $4,438+119.1% | $6,711+44.9% |
| Admin fee / account holder | $404 | $6,405-93.7% | $5,611-92.8% | $11,404-96.5% |