Filed October 3, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,707 | $75,832-54.2% | $147,617-76.5% | $59,633-41.8% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | 11.33% | 0.37%+11.0pp | 61.98%-50.7pp | 2041.45%-2030.1pp |
| Employer contribution / active EE | $236 | $3,485-93.2% | $5,564-95.8% | $2,203-89.3% |
| Participant deferral / active EE | $2,685 | $3,131-14.2% | $4,895-45.1% | $3,192-15.9% |
| Admin fee / account holder | $3,275 | $5,986-45.3% | $11,612-71.8% | $4,297-23.8% |