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 | $101,553 | $46,877+116.6% | $122,354-17.0% | $70,126+44.8% |
| Participation rate | 48.1% | 58.2%-10.1pp | 71.6%-23.5pp | 69.5%-21.4pp |
| Annual return | 17.18% | 24.22%-7.0pp | 30.28%-13.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,586 | $1,288+23.1% | $4,051-60.8% | $2,343-32.3% |
| Participant deferral / active EE | $2,501 | $2,167+15.4% | $3,287-23.9% | $3,332-24.9% |
| Admin fee / account holder | $11,602 | $3,324+249.1% | $5,479+111.8% | $4,645+149.8% |