Filed March 1, 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 | $49,367 | $100,060-50.7% | $149,721-67.0% | $70,126-29.6% |
| Participation rate | 63.0% | 83.6%-20.6pp | 87.1%-24.1pp | 69.5%-6.5pp |
| Annual return | 14.23% | 27.46%-13.2pp | 1501.67%-1487.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,523 | $3,661-58.4% | $5,444-72.0% | $2,343-35.0% |
| Participant deferral / active EE | $2,464 | $4,982-50.5% | $6,568-62.5% | $3,332-26.0% |
| Admin fee / account holder | $4,353 | $8,285-47.5% | $11,282-61.4% | $4,645-6.3% |