Filed January 23, 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.
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 | $67,010 | $110,083-39.1% | $151,639-55.8% | $68,486-2.2% |
| Participation rate | 69.8% | 84.0%-14.2pp | 87.5%-17.7pp | 67.9%+1.9pp |
| Annual return | -16.70% | -10.12%-6.6pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,731 | $4,470-61.3% | $6,165-71.9% | $2,597-33.3% |
| Participant deferral / active EE | $3,364 | $6,526-48.5% | $8,363-59.8% | $4,028-16.5% |
| Admin fee / account holder | $6,517 | $7,718-15.6% | $11,613-43.9% | $5,404+20.6% |