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 | $47,129 | $54,370-13.3% | $82,763-43.1% | $68,490-31.2% |
| Participation rate | 60.6% | 63.9%-3.3pp | 72.6%-12.0pp | 67.9%-7.3pp |
| Annual return | -10.77% | -13.67%+2.9pp | 702.45%-713.2pp | -7.85%-2.9pp |
| Employer contribution / active EE | $2,230 | $2,219+0.5% | $3,008-25.9% | $2,597-14.1% |
| Participant deferral / active EE | $7,494 | $3,247+130.8% | $4,395+70.5% | $4,028+86.1% |
| Admin fee / account holder | $1,625 | $4,398-63.1% | $5,325-69.5% | $5,403-69.9% |