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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,804 | $55,423-66.1% | $155,602-87.9% | $74,400-74.7% |
| Participation rate | 27.7% | 61.9%-34.1pp | 78.2%-50.5pp | 67.2%-39.5pp |
| Annual return | 10.86% | 269.07%-258.2pp | 64.81%-54.0pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $464 | $2,266-79.5% | $4,675-90.1% | $2,624-82.3% |
| Participant deferral / active EE | $615 | $2,835-78.3% | $5,629-89.1% | $4,348-85.9% |
| Admin fee / account holder | $1,739 | $1,744-0.3% | $15,923-89.1% | $1,944-10.5% |