Filed December 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,193 | $70,587+3.7% | $124,693-41.3% | $85,856-14.7% |
| Participation rate | 43.2% | 64.4%-21.2pp | 74.6%-31.4pp | 69.3%-26.1pp |
| Annual return | 20.75% | 20688.83%-20668.1pp | 5144.19%-5123.4pp | 318.58%-297.8pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,686 | $2,969-43.2% | $4,615-63.5% | $3,952-57.4% |
| Admin fee / account holder | $3,848 | $5,282-27.2% | $7,494-48.7% | $6,261-38.5% |