Filed June 2, 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 | $139,334 | $95,453+46.0% | $112,040+24.4% | $82,448+69.0% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 16.05% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,932 | $2,318+112.8% | $2,954+67.0% | $2,551+93.3% |
| Participant deferral / active EE | $7,335 | $4,224+73.7% | $5,098+43.9% | $4,139+77.2% |
| Admin fee / account holder | $26,010 | $9,013+188.6% | $12,098+115.0% | $7,234+259.5% |