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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,587 | $197,594-49.6% | $177,822-44.0% | $158,931-37.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 6.68% | 58.76%-52.1pp | 48.32%-41.6pp | 302.86%-296.2pp |
| Employer contribution / active EE | $1,658 | $6,697-75.2% | $5,918-72.0% | $4,761-65.2% |
| Participant deferral / active EE | $5,161 | $8,405-38.6% | $7,714-33.1% | $5,982-13.7% |
| Admin fee / account holder | $57,071 | $15,400+270.6% | $12,428+359.2% | $11,247+407.4% |