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.
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 | $32,582 | $84,236-61.3% | $170,435-80.9% | $70,126-53.5% |
| Participation rate | 69.2% | 70.8%-1.6pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 31.62% | 23.06%+8.6pp | 205.94%-174.3pp | 73.15%-41.5pp |
| Employer contribution / active EE | $631 | $3,387-81.4% | $5,432-88.4% | $2,343-73.1% |
| Participant deferral / active EE | $4,518 | $3,086+46.4% | $4,939-8.5% | $3,332+35.6% |
| Admin fee / account holder | $530 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |