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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,872 | $81,208+23.0% | $98,920+1.0% | $79,852+25.1% |
| Participation rate | 58.1% | 72.5%-14.4pp | 76.0%-18.0pp | 69.6%-11.6pp |
| Annual return | 18.46% | 60.99%-42.5pp | 196.47%-178.0pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,776 | $3,265+15.7% | $4,245-11.0% | $3,740+0.9% |
| Admin fee / account holder | $8,416 | $6,013+40.0% | $6,643+26.7% | $5,306+58.6% |