Filed August 22, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,054 | $180,466-93.3% | $154,114-92.2% | $135,382-91.1% |
| Participation rate | 41.2% | 87.4%-46.2pp | 83.0%-41.9pp | 82.6%-41.5pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,468 | $5,806-5.8% | $5,081+7.6% | $5,609-2.5% |
| Admin fee / account holder | $301 | $16,144-98.1% | $13,411-97.8% | $10,829-97.2% |