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 | $183,968-33.9% | $162,166-25.0% | $152,870-20.5% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.6%-18.8pp | 82.4%-13.7pp |
| Annual return | 14.60% | 150.77%-136.2pp | 115.59%-101.0pp | 345.34%-330.7pp |
| Employer contribution / active EE | $1,768 | $6,371-72.3% | $5,614-68.5% | $4,763-62.9% |
| Participant deferral / active EE | $7,242 | $8,034-9.9% | $7,298-0.8% | $5,850+23.8% |
| Admin fee / account holder | $1,667 | $13,121-87.3% | $10,842-84.6% | $11,597-85.6% |