Filed October 10, 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 | $110,789 | $63,346+74.9% | $92,240+20.1% | $70,126+58.0% |
| Participation rate | 60.3% | 68.7%-8.3pp | 76.5%-16.1pp | 69.5%-9.2pp |
| Annual return | 30.53% | 530.19%-499.7pp | 176.29%-145.8pp | 73.15%-42.6pp |
| Employer contribution / active EE | $2,921 | $2,471+18.2% | $3,680-20.6% | $2,343+24.7% |
| Participant deferral / active EE | $3,759 | $2,854+31.7% | $3,897-3.5% | $3,332+12.8% |
| Admin fee / account holder | $1,979 | $3,841-48.5% | $5,194-61.9% | $4,645-57.4% |