Filed September 11, 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 | $171,284 | $60,128+184.9% | $90,440+89.4% | $79,852+114.5% |
| Participation rate | 69.2% | 65.0%+4.2pp | 72.7%-3.5pp | 69.6%-0.4pp |
| Annual return | 11.07% | 71.95%-60.9pp | 1294.38%-1283.3pp | 31.72%-20.7pp |
| Employer contribution / active EE | $16,737 | $2,068+709.2% | $3,263+412.9% | $2,471+577.3% |
| Participant deferral / active EE | $6,484 | $2,939+120.7% | $3,964+63.6% | $3,740+73.4% |
| Admin fee / account holder | $4,893 | $3,977+23.0% | $5,615-12.9% | $5,306-7.8% |