Filed September 1, 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 | $47,006 | $39,162+20.0% | $100,671-53.3% | $59,633-21.2% |
| Participation rate | 65.6% | 55.9%+9.8pp | 70.7%-5.1pp | 68.7%-3.0pp |
| Annual return | -0.99% | 21.07%-22.1pp | 20.43%-21.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,485 | $1,151+29.0% | $4,012-63.0% | $2,203-32.6% |
| Participant deferral / active EE | $3,035 | $1,992+52.4% | $3,144-3.5% | $3,192-4.9% |
| Admin fee / account holder | $415 | $2,969-86.0% | $4,850-91.5% | $4,297-90.4% |