Filed September 26, 2022 (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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,831 | $82,032-55.1% | $123,106-70.1% | $59,633-38.2% |
| Participation rate | 66.7% | 83.2%-16.5pp | 86.8%-20.1pp | 68.7%-2.0pp |
| Annual return | 2.59% | 5.12%-2.5pp | 13.22%-10.6pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $2,080 | $3,297-36.9% | $5,151-59.6% | $2,203-5.6% |
| Participant deferral / active EE | $3,724 | $4,667-20.2% | $6,229-40.2% | $3,192+16.7% |
| Admin fee / account holder | $6,189 | $5,881+5.3% | $9,015-31.3% | $4,297+44.0% |