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 | $66,627 | $46,689+42.7% | $117,498-43.3% | $68,495-2.7% |
| Participation rate | 61.3% | 56.8%+4.5pp | 70.6%-9.3pp | 67.9%-6.6pp |
| Annual return | -18.58% | -14.52%-4.1pp | 29.75%-48.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $899 | $1,505-40.2% | $4,178-78.5% | $2,596-65.4% |
| Participant deferral / active EE | $3,094 | $2,637+17.3% | $4,071-24.0% | $4,028-23.2% |
| Admin fee / account holder | $4,846 | $4,021+20.5% | $5,646-14.2% | $5,403-10.3% |