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 | $123,927 | $185,905-33.3% | $170,057-27.1% | $139,487-11.2% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.53% | 60.56%-44.0pp | 53.42%-36.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $4,031 | $7,597-46.9% | $6,790-40.6% | $4,755-15.2% |
| Participant deferral / active EE | $4,515 | $11,627-61.2% | $10,411-56.6% | $6,713-32.7% |
| Admin fee / account holder | $875 | $15,397-94.3% | $12,826-93.2% | $11,407-92.3% |