Filed June 23, 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 | $67,667 | $127,298-46.8% | $109,916-38.4% | $167,553-59.6% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.2%-11.7pp | 82.1%-19.6pp |
| Annual return | 12.19% | 22.97%-10.8pp | 29.46%-17.3pp | 478.89%-466.7pp |
| Employer contribution / active EE | $544 | $3,325-83.7% | $2,844-80.9% | $4,840-88.8% |
| Participant deferral / active EE | $3,885 | $4,513-13.9% | $4,047-4.0% | $6,343-38.8% |
| Admin fee / account holder | $1,718 | $7,119-75.9% | $6,069-71.7% | $12,316-86.0% |