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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,287 | $72,272+4.2% | $101,264-25.7% | $79,858-5.7% |
| Participation rate | 59.3% | 68.5%-9.2pp | 75.8%-16.5pp | 69.6%-10.3pp |
| Annual return | 6.89% | 22.30%-15.4pp | 46.48%-39.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $1,295 | $2,692-51.9% | $3,660-64.6% | $2,471-47.6% |
| Participant deferral / active EE | $2,458 | $3,282-25.1% | $4,370-43.8% | $3,740-34.3% |
| Admin fee / account holder | $3,727 | $4,401-15.3% | $5,947-37.3% | $5,306-29.8% |