Filed November 21, 2022 (most recent of 4 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 | $72,094 | $88,672-18.7% | $105,223-31.5% | $82,448-12.6% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.5pp |
| Annual return | 13.18% | 30.86%-17.7pp | 180.65%-167.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,881 | $3,048-38.3% | $3,689-49.0% | $2,551-26.3% |
| Participant deferral / active EE | $5,722 | $4,036+41.8% | $5,072+12.8% | $4,139+38.2% |
| Admin fee / account holder | $17,650 | $7,146+147.0% | $8,859+99.2% | $7,234+144.0% |