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 | $197,637-49.6% | $177,848-44.0% | $158,982-37.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 6.68% | 58.77%-52.1pp | 48.33%-41.6pp | 302.99%-296.3pp |
| Employer contribution / active EE | $1,658 | $6,698-75.3% | $5,919-72.0% | $4,763-65.2% |
| Participant deferral / active EE | $5,161 | $8,405-38.6% | $7,714-33.1% | $5,983-13.7% |
| Admin fee / account holder | $57,071 | $15,406+270.4% | $12,431+359.1% | $11,252+407.2% |