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 | $74,917 | $61,660+21.5% | $80,022-6.4% | $64,173+16.7% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.6%-0.3pp |
| Annual return | -6.27% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,309 | $1,810+27.5% | $2,468-6.4% | $2,381-3.0% |
| Participant deferral / active EE | $4,708 | $2,968+58.7% | $3,686+27.7% | $3,470+35.7% |
| Admin fee / account holder | $10,855 | $5,417+100.4% | $6,521+66.5% | $4,887+122.1% |