Filed September 8, 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 | $101,312 | $82,028+23.5% | $123,105-17.7% | $59,633+69.9% |
| Participation rate | 68.4% | 83.2%-14.8pp | 86.8%-18.4pp | 68.7%-0.2pp |
| Annual return | 52.13% | 5.12%+47.0pp | 13.22%+38.9pp | 2041.45%-1989.3pp |
| Employer contribution / active EE | $2,751 | $3,297-16.5% | $5,151-46.6% | $2,203+24.9% |
| Participant deferral / active EE | $3,158 | $4,667-32.3% | $6,229-49.3% | $3,192-1.1% |
| Admin fee / account holder | $1,075 | $5,879-81.7% | $9,014-88.1% | $4,297-75.0% |