Filed December 18, 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 | $121,592 | $184,000-33.9% | $162,185-25.0% | $152,909-20.5% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.5%-13.7pp |
| Annual return | 14.60% | 150.80%-136.2pp | 115.61%-101.0pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,768 | $6,370-72.2% | $5,613-68.5% | $4,764-62.9% |
| Participant deferral / active EE | $7,242 | $8,033-9.8% | $7,297-0.8% | $5,851+23.8% |
| Admin fee / account holder | $1,667 | $13,124-87.3% | $10,844-84.6% | $11,601-85.6% |