Filed January 19, 2023 (most recent of 4 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 | $69,725 | $57,352+21.6% | $83,830-16.8% | $64,173+8.7% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | 10.56% | 11.38%-0.8pp | 850.97%-840.4pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,339 | $2,546-47.4% | $3,631-63.1% | $2,381-43.8% |
| Participant deferral / active EE | $2,623 | $2,993-12.4% | $4,082-35.7% | $3,470-24.4% |
| Admin fee / account holder | $3,356 | $4,046-17.0% | $5,479-38.7% | $4,887-31.3% |