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 | $95,404+46.0% | $113,397+22.9% | $82,637+68.6% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 16.05% | 19.08%-3.0pp | 23.20%-7.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $4,932 | $2,307+113.8% | $2,977+65.7% | $2,552+93.2% |
| Participant deferral / active EE | $7,335 | $4,220+73.8% | $5,076+44.5% | $4,126+77.8% |
| Admin fee / account holder | $26,010 | $9,168+183.7% | $11,957+117.5% | $7,339+254.4% |