Filed August 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 | $92,070 | $51,631+78.3% | $129,397-28.8% | $80,925+13.8% |
| Participation rate | 59.3% | 56.9%+2.3pp | 69.6%-10.4pp | 67.7%-8.4pp |
| Annual return | 14.93% | 20.77%-5.8pp | 9453.98%-9439.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $824 | $1,583-48.0% | $4,154-80.2% | $2,756-70.1% |
| Participant deferral / active EE | $3,308 | $2,670+23.9% | $4,167-20.6% | $4,299-23.0% |
| Admin fee / account holder | $11,703 | $4,309+171.6% | $7,679+52.4% | $6,940+68.6% |