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 | $127,101 | $209,888-39.4% | $189,545-32.9% | $167,553-24.1% |
| Participation rate | 56.3% | 88.7%-32.4pp | 87.8%-31.6pp | 82.1%-25.9pp |
| Annual return | 5.30% | 748.66%-743.4pp | 555.36%-550.1pp | 478.89%-473.6pp |
| Employer contribution / active EE | $1,643 | $6,915-76.2% | $6,162-73.3% | $4,840-66.0% |
| Participant deferral / active EE | $4,140 | $8,934-53.7% | $8,220-49.6% | $6,343-34.7% |
| Admin fee / account holder | $3,675 | $14,300-74.3% | $12,049-69.5% | $12,316-70.2% |