Filed March 6, 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.
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 | $224,184 | $91,198+145.8% | $178,503+25.6% | $79,856+180.7% |
| Participation rate | 17.1% | 69.2%-52.1pp | 81.9%-64.8pp | 69.6%-52.5pp |
| Annual return | -3.11% | 24.20%-27.3pp | 151.12%-154.2pp | 31.71%-34.8pp |
| Employer contribution / active EE | $927 | $3,257-71.5% | $5,011-81.5% | $2,471-62.5% |
| Participant deferral / active EE | $2,145 | $3,237-33.7% | $5,202-58.8% | $3,741-42.7% |
| Admin fee / account holder | $7,329 | $6,748+8.6% | $13,987-47.6% | $5,306+38.1% |