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 | $91,707 | $49,199+86.4% | $121,210-24.3% | $75,177+22.0% |
| Participation rate | 44.9% | 55.4%-10.6pp | 69.5%-24.7pp | 67.2%-22.3pp |
| Annual return | 13.80% | 56.04%-42.2pp | 987.41%-973.6pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,877 | $1,547+21.3% | $4,171-55.0% | $2,671-29.7% |
| Participant deferral / active EE | $4,080 | $2,630+55.1% | $4,084-0.1% | $4,126-1.1% |
| Admin fee / account holder | $9,801 | $3,946+148.4% | $5,647+73.6% | $5,651+73.4% |