Filed December 21, 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 | $27,133 | $45,343-40.2% | $150,298-81.9% | $67,986-60.1% |
| Participation rate | 20.6% | 51.9%-31.2pp | 77.8%-57.1pp | 57.2%-36.6pp |
| Annual return | 13.89% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $471 | $1,462-67.8% | $4,154-88.7% | $2,019-76.7% |
| Participant deferral / active EE | $608 | $2,055-70.4% | $5,453-88.8% | $3,358-81.9% |
| Admin fee / account holder | $1,822 | $2,250-19.0% | $14,116-87.1% | $3,203-43.1% |