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 | $155,242 | $78,672+97.3% | $109,163+42.2% | $85,856+80.8% |
| Participation rate | 59.6% | 68.3%-8.7pp | 75.9%-16.3pp | 69.3%-9.7pp |
| Annual return | 16.27% | 25.09%-8.8pp | 25.75%-9.5pp | 318.58%-302.3pp |
| Employer contribution / active EE | $8,027 | $2,734+193.6% | $3,723+115.6% | $2,565+212.9% |
| Participant deferral / active EE | $3,865 | $3,467+11.5% | $4,654-16.9% | $3,952-2.2% |
| Admin fee / account holder | $40,421 | $5,470+639.0% | $6,754+498.5% | $6,261+545.6% |