Filed November 10, 2023 (most recent of 3 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 | $87,367 | $52,507+66.4% | $129,406-32.5% | $74,478+17.3% |
| Participation rate | 37.6% | 53.9%-16.3pp | 69.6%-32.1pp | 67.2%-29.6pp |
| Annual return | 13.14% | 15.64%-2.5pp | 9468.18%-9455.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,343 | $1,534-12.5% | $4,155-67.7% | $2,626-48.9% |
| Participant deferral / active EE | $2,704 | $2,801-3.5% | $4,167-35.1% | $4,350-37.8% |
| Admin fee / account holder | $6,011 | $2,639+127.8% | $7,689-21.8% | $1,946+208.9% |