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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,181 | $79,189-39.2% | $102,457-53.0% | $74,400-35.2% |
| Participation rate | 68.6% | 74.8%-6.1pp | 76.5%-7.9pp | 67.2%+1.4pp |
| Annual return | 14.29% | 54.98%-40.7pp | 29.41%-15.1pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $684 | $2,362-71.0% | $3,022-77.4% | $2,624-73.9% |
| Participant deferral / active EE | $3,965 | $4,415-10.2% | $5,054-21.6% | $4,348-8.8% |
| Admin fee / account holder | $335 | $2,002-83.3% | $9,451-96.5% | $1,944-82.8% |