Filed September 11, 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 | $58,353 | $88,710-34.2% | $81,783-28.6% | $145,959-60.0% |
| Participation rate | 47.8% | 75.0%-27.2pp | 72.4%-24.5pp | 80.3%-32.5pp |
| Annual return | 10.89% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,250 | $3,083-27.0% | $2,913-22.7% | $4,661-51.7% |
| Participant deferral / active EE | $6,672 | $4,645+43.6% | $4,320+54.4% | $6,689-0.3% |
| Admin fee / account holder | $8,508 | $8,407+1.2% | $7,380+15.3% | $13,398-36.5% |