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 | $88,778-34.3% | $81,844-28.7% | $145,884-60.0% |
| Participation rate | 47.8% | 75.1%-27.2pp | 72.4%-24.6pp | 80.3%-32.5pp |
| Annual return | 10.89% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,250 | $3,087-27.1% | $2,916-22.8% | $4,662-51.7% |
| Participant deferral / active EE | $6,672 | $4,648+43.5% | $4,323+54.3% | $6,690-0.3% |
| Admin fee / account holder | $8,508 | $8,430+0.9% | $7,355+15.7% | $13,392-36.5% |