Filed April 24, 2023 (most recent of 3 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,274 | $98,776+298.1% | $149,745+162.6% | $79,856+392.5% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | 12.08% | 27.38%-15.3pp | 276.72%-264.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $22,877 | $3,217+611.1% | $4,646+392.4% | $2,471+825.7% |
| Participant deferral / active EE | $11,366 | $5,681+100.0% | $6,843+66.1% | $3,741+203.8% |
| Admin fee / account holder | $72,973 | $6,053+1105.6% | $9,312+683.7% | $5,306+1275.2% |