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 | $99,672 | $58,726+69.7% | $142,898-30.2% | $85,847+16.1% |
| Participation rate | 47.5% | 58.5%-10.9pp | 72.0%-24.4pp | 69.3%-21.8pp |
| Annual return | 15.13% | 27.73%-12.6pp | 5639.64%-5624.5pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,941 | $1,424+36.3% | $4,146-53.2% | $2,565-24.3% |
| Participant deferral / active EE | $3,321 | $2,609+27.3% | $3,838-13.5% | $3,952-16.0% |
| Admin fee / account holder | $16,262 | $4,234+284.1% | $6,560+147.9% | $6,261+159.8% |