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 | $32,311 | $52,450-38.4% | $129,384-75.0% | $74,459-56.6% |
| Participation rate | 17.4% | 53.8%-36.4pp | 69.6%-52.2pp | 67.2%-49.8pp |
| Annual return | 11.01% | 15.65%-4.6pp | 9461.77%-9450.8pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $104 | $1,532-93.2% | $4,153-97.5% | $2,626-96.0% |
| Participant deferral / active EE | $924 | $2,797-67.0% | $4,166-77.8% | $4,350-78.8% |
| Admin fee / account holder | $2,295 | $2,636-12.9% | $7,686-70.1% | $1,945+18.0% |