Filed January 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,853 | $76,112-41.1% | $96,534-53.5% | $71,511-37.3% |
| Participation rate | 64.9% | 74.4%-9.5pp | 76.0%-11.0pp | 67.9%-3.0pp |
| Annual return | 13.67% | 22.81%-9.1pp | 25.88%-12.2pp | 28.86%-15.2pp |
| Employer contribution / active EE | $710 | $2,248-68.4% | $2,965-76.0% | $2,589-72.6% |
| Participant deferral / active EE | $3,928 | $4,217-6.8% | $4,851-19.0% | $4,291-8.4% |
| Admin fee / account holder | $394 | $2,708-85.4% | $8,253-95.2% | $1,588-75.2% |