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 | $83,979 | $64,716+29.8% | $112,258-25.2% | $68,495+22.6% |
| Participation rate | 64.0% | 67.2%-3.1pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | 3.80% | -11.40%+15.2pp | 27.47%-23.7pp | -7.84%+11.6pp |
| Employer contribution / active EE | $1,417 | $2,746-48.4% | $3,636-61.0% | $2,596-45.4% |
| Participant deferral / active EE | $2,788 | $3,565-21.8% | $4,728-41.0% | $4,028-30.8% |
| Admin fee / account holder | $7,678 | $5,232+46.8% | $6,411+19.8% | $5,403+42.1% |