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 | $82,226 | $46,697+76.1% | $117,529-30.0% | $68,490+20.1% |
| Participation rate | 45.7% | 56.8%-11.1pp | 70.6%-24.9pp | 67.9%-22.2pp |
| Annual return | -13.61% | -14.52%+0.9pp | 29.77%-43.4pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,572 | $1,506+4.4% | $4,179-62.4% | $2,597-39.5% |
| Participant deferral / active EE | $3,329 | $2,637+26.2% | $4,072-18.2% | $4,028-17.3% |
| Admin fee / account holder | $7,705 | $4,023+91.5% | $5,645+36.5% | $5,403+42.6% |