Filed March 1, 2023 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,812 | $123,793-45.2% | $177,840-61.9% | $79,852-15.1% |
| Participation rate | 67.7% | 84.7%-16.9pp | 87.7%-20.0pp | 69.6%-1.9pp |
| Annual return | 6.06% | 22.82%-16.8pp | 48.32%-42.3pp | 31.72%-25.7pp |
| Employer contribution / active EE | $1,989 | $4,095-51.4% | $5,919-66.4% | $2,471-19.5% |
| Participant deferral / active EE | $4,139 | $5,956-30.5% | $7,714-46.3% | $3,740+10.7% |
| Admin fee / account holder | $534 | $7,243-92.6% | $12,431-95.7% | $5,306-89.9% |