Filed May 15, 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 | $76,214 | $58,726+29.8% | $92,239-17.4% | $62,293+22.3% |
| Participation rate | 56.3% | 68.3%-12.0pp | 76.5%-20.2pp | 69.5%-13.2pp |
| Annual return | 19.82% | 43.62%-23.8pp | 176.29%-156.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $2,578 | $2,392+7.8% | $3,680-29.9% | $2,042+26.3% |
| Participant deferral / active EE | $5,134 | $2,766+85.6% | $3,897+31.7% | $3,169+62.0% |
| Admin fee / account holder | $1,336 | $556+140.1% | $5,194-74.3% | $479+178.8% |