Filed September 21, 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 | $115,687 | $167,533-30.9% | $151,645-23.7% | $134,545-14.0% |
| Participation rate | 69.2% | 88.4%-19.1pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | -17.99% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.4pp |
| Employer contribution / active EE | $2,830 | $6,828-58.6% | $6,165-54.1% | $4,742-40.3% |
| Participant deferral / active EE | $3,984 | $8,985-55.7% | $8,363-52.4% | $6,401-37.8% |
| Admin fee / account holder | $4,526 | $13,781-67.2% | $11,614-61.0% | $11,431-60.4% |