Filed February 15, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,696 | $82,028-60.1% | $123,105-73.4% | $59,633-45.2% |
| Participation rate | 69.8% | 83.2%-13.4pp | 86.8%-17.0pp | 68.7%+1.1pp |
| Annual return | 9.65% | 5.12%+4.5pp | 13.22%-3.6pp | 2041.45%-2031.8pp |
| Employer contribution / active EE | $777 | $3,297-76.4% | $5,151-84.9% | $2,203-64.7% |
| Participant deferral / active EE | $2,415 | $4,667-48.2% | $6,229-61.2% | $3,192-24.3% |
| Admin fee / account holder | $1,728 | $5,879-70.6% | $9,014-80.8% | $4,297-59.8% |