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 | $89,259-19.2% | $107,187-32.7% | $82,637-12.8% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.4pp |
| Annual return | 13.18% | 21.02%-7.8pp | 204.55%-191.4pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,881 | $3,080-38.9% | $3,782-50.3% | $2,552-26.3% |
| Participant deferral / active EE | $5,722 | $4,037+41.7% | $5,096+12.3% | $4,126+38.7% |
| Admin fee / account holder | $17,650 | $7,381+139.1% | $9,162+92.6% | $7,339+140.5% |