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 | $79,149 | $39,162+102.1% | $100,671-21.4% | $59,633+32.7% |
| Participation rate | 53.8% | 55.9%-2.0pp | 70.7%-16.9pp | 68.7%-14.8pp |
| Annual return | -0.43% | 21.07%-21.5pp | 20.43%-20.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,704 | $1,151+48.1% | $4,012-57.5% | $2,203-22.6% |
| Participant deferral / active EE | $2,636 | $1,992+32.3% | $3,144-16.1% | $3,192-17.4% |
| Admin fee / account holder | $5,993 | $2,969+101.8% | $4,850+23.6% | $4,297+39.5% |