Filed November 20, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,255 | $87,132+78.2% | $105,624+47.0% | $80,959+91.8% |
| Participation rate | 69.0% | 70.4%-1.5pp | 75.3%-6.3pp | 67.7%+1.3pp |
| Annual return | 12.39% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,783 | $2,397+16.1% | $3,168-12.1% | $2,757+0.9% |
| Participant deferral / active EE | $7,639 | $3,985+91.7% | $5,013+52.4% | $4,300+77.6% |
| Admin fee / account holder | $6,357 | $8,449-24.8% | $10,961-42.0% | $6,925-8.2% |