Filed March 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,724 | $43,730-59.5% | $121,220-85.4% | $64,173-72.4% |
| Participation rate | 39.2% | 58.3%-19.2pp | 71.8%-32.6pp | 69.6%-30.4pp |
| Annual return | -8.78% | 68.94%-77.7pp | 16.94%-25.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $232 | $1,297-82.1% | $4,023-94.2% | $2,381-90.3% |
| Participant deferral / active EE | $2,349 | $2,281+3.0% | $3,345-29.8% | $3,470-32.3% |
| Admin fee / account holder | $1,993 | $3,502-43.1% | $5,021-60.3% | $4,887-59.2% |