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 | $92,630 | $43,730+111.8% | $121,220-23.6% | $64,173+44.3% |
| Participation rate | 48.6% | 58.3%-9.8pp | 71.8%-23.2pp | 69.6%-21.0pp |
| Annual return | -6.80% | 68.94%-75.7pp | 16.94%-23.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,644 | $1,297+26.8% | $4,023-59.1% | $2,381-31.0% |
| Participant deferral / active EE | $2,787 | $2,281+22.2% | $3,345-16.7% | $3,470-19.7% |
| Admin fee / account holder | $17,703 | $3,502+405.5% | $5,021+252.6% | $4,887+262.2% |