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 | $52,694 | $81,709-35.5% | $112,273-53.1% | - |
| Participation rate | 29.3% | 45.5%-16.2pp | 72.4%-43.1pp | - |
| Annual return | 13.04% | 6.32%+6.7pp | 30.23%-17.2pp | - |
| Employer contribution / active EE | $0 | $1,703-100.0% | $3,431-100.0% | - |
| Participant deferral / active EE | $1,165 | $2,305-49.4% | $4,800-75.7% | - |
| Admin fee / account holder | $16,275 | $7,785+109.0% | $7,752+109.9% | - |