Filed June 8, 2023 (most recent of 4 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 | $67,088 | $87,834-23.6% | $133,975-49.9% | $62,881+6.7% |
| Participation rate | 69.0% | 83.4%-14.4pp | 87.1%-18.1pp | 69.3%-0.3pp |
| Annual return | 3.00% | 12.05%-9.0pp | 29.29%-26.3pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,649 | $3,482-52.6% | $5,211-68.4% | $2,281-27.7% |
| Participant deferral / active EE | $2,898 | $4,812-39.8% | $6,282-53.9% | $3,203-9.5% |
| Admin fee / account holder | $4,101 | $5,372-23.7% | $9,324-56.0% | $4,296-4.5% |