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 | $60,652 | $81,504-25.6% | $102,437-40.8% | $80,959-25.1% |
| Participation rate | 56.1% | 66.9%-10.8pp | 74.5%-18.4pp | 67.7%-11.6pp |
| Annual return | 11.16% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,718 | $3,104-44.6% | $3,871-55.6% | $2,757-37.7% |
| Participant deferral / active EE | $4,906 | $3,871+26.7% | $5,060-3.0% | $4,300+14.1% |
| Admin fee / account holder | $11,601 | $6,719+72.6% | $8,388+38.3% | $6,925+67.5% |