Filed April 9, 2024
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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,467 | $51,642-12.0% | $129,384-64.9% | $80,935-43.8% |
| Participation rate | 68.8% | 56.9%+11.8pp | 69.6%-0.9pp | 67.7%+1.1pp |
| Annual return | 13.40% | 20.78%-7.4pp | 9461.77%-9448.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,928 | $1,583+21.8% | $4,153-53.6% | $2,757-30.1% |
| Participant deferral / active EE | $3,253 | $2,670+21.9% | $4,166-21.9% | $4,299-24.3% |
| Admin fee / account holder | $3,695 | $4,312-14.3% | $7,686-51.9% | $6,924-46.6% |