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 | $39,368 | $60,139-34.5% | $90,461-56.5% | $79,856-50.7% |
| Participation rate | 44.0% | 65.0%-21.0pp | 72.7%-28.7pp | 69.6%-25.6pp |
| Annual return | 11.52% | 71.96%-60.4pp | 1294.76%-1283.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $930 | $2,069-55.1% | $3,264-71.5% | $2,471-62.4% |
| Participant deferral / active EE | $1,893 | $2,939-35.6% | $3,964-52.3% | $3,741-49.4% |
| Admin fee / account holder | $1,612 | $3,978-59.5% | $5,617-71.3% | $5,306-69.6% |