Filed July 9, 2023 (most recent of 2 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 | $32,836 | $90,486-63.7% | $78,676-58.3% | $273,972-88.0% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 3.07% | 75.62%-72.6pp | 62.19%-59.1pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,144 | $3,175-32.5% | $2,850-24.8% | $4,869-56.0% |
| Participant deferral / active EE | $2,566 | $3,901-34.2% | $3,517-27.0% | $5,287-51.5% |
| Admin fee / account holder | $103,684 | $5,263+1870.0% | $4,510+2199.0% | $10,133+923.3% |