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 | $87,367 | $52,450+66.6% | $129,384-32.5% | $74,459+17.3% |
| Participation rate | 37.6% | 53.8%-16.3pp | 69.6%-32.0pp | 67.2%-29.6pp |
| Annual return | 13.14% | 15.65%-2.5pp | 9461.77%-9448.6pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,343 | $1,532-12.3% | $4,153-67.7% | $2,626-48.8% |
| Participant deferral / active EE | $2,704 | $2,797-3.3% | $4,166-35.1% | $4,350-37.8% |
| Admin fee / account holder | $6,011 | $2,636+128.0% | $7,686-21.8% | $1,945+209.1% |