Filed April 4, 2023 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,775 | $133,998-89.7% | $112,263-87.7% | $134,545-89.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -20.53% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $170 | $4,040-95.8% | $3,636-95.3% | $4,742-96.4% |
| Participant deferral / active EE | $2,076 | $5,292-60.8% | $4,729-56.1% | $6,401-67.6% |
| Admin fee / account holder | $937 | $7,493-87.5% | $6,410-85.4% | $11,431-91.8% |