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 | $119,355 | $64,719+84.4% | $112,249+6.3% | $68,486+74.3% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -14.52% | -11.40%-3.1pp | 27.48%-42.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,017 | $2,747-26.6% | $3,636-44.5% | $2,597-22.3% |
| Participant deferral / active EE | $2,702 | $3,565-24.2% | $4,729-42.9% | $4,028-32.9% |
| Admin fee / account holder | $12,775 | $5,232+144.2% | $6,412+99.2% | $5,404+136.4% |