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 | $26,427 | $185,830-85.8% | $170,004-84.5% | $139,427-81.0% |
| Participation rate | 56.5% | 87.8%-31.2pp | 87.0%-30.5pp | 80.3%-23.8pp |
| Annual return | 6.38% | 60.52%-54.1pp | 53.39%-47.0pp | 373.27%-366.9pp |
| Employer contribution / active EE | $1,506 | $7,591-80.2% | $6,786-77.8% | $4,752-68.3% |
| Participant deferral / active EE | $3,386 | $11,622-70.9% | $10,408-67.5% | $6,711-49.5% |
| Admin fee / account holder | $45,349 | $15,381+194.8% | $12,816+253.9% | $11,404+297.7% |