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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,625 | $48,432-43.0% | $121,210-77.2% | $71,529-61.4% |
| Participation rate | 25.2% | 54.3%-29.1pp | 69.5%-44.4pp | 67.9%-42.8pp |
| Annual return | 15.12% | 23.28%-8.2pp | 987.41%-972.3pp | 28.97%-13.9pp |
| Employer contribution / active EE | $177 | $1,493-88.2% | $4,171-95.8% | $2,590-93.2% |
| Participant deferral / active EE | $1,140 | $2,756-58.6% | $4,084-72.1% | $4,291-73.4% |
| Admin fee / account holder | $5,175 | $1,845+180.5% | $5,647-8.4% | $1,588+225.8% |