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 | $41,016-33.8% | $152,093-82.2% | $64,097-57.7% |
| Participation rate | 20.6% | 51.3%-30.7pp | 77.8%-57.1pp | 55.2%-34.6pp |
| Annual return | 13.89% | 39.60%-25.7pp | 66.36%-52.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $471 | $1,342-64.9% | $4,175-88.7% | $1,891-75.1% |
| Participant deferral / active EE | $608 | $1,927-68.4% | $5,451-88.8% | $3,080-80.2% |
| Admin fee / account holder | $1,822 | $2,305-21.0% | $14,497-87.4% | $3,454-47.3% |