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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,491 | $57,330-6.7% | $86,656-38.3% | $75,177-28.8% |
| Participation rate | 58.6% | 63.2%-4.6pp | 71.7%-13.1pp | 67.2%-8.6pp |
| Annual return | 11.67% | 2675.40%-2663.7pp | 593.09%-581.4pp | 160.75%-149.1pp |
| Employer contribution / active EE | $1,418 | $2,316-38.8% | $3,025-53.1% | $2,671-46.9% |
| Participant deferral / active EE | $4,669 | $3,320+40.6% | $4,439+5.2% | $4,126+13.2% |
| Admin fee / account holder | $4,383 | $4,115+6.5% | $5,619-22.0% | $5,651-22.4% |