Filed March 13, 2024 (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.
Participant 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 | $111,044 | $171,865-35.4% | $149,718-25.8% | $147,585-24.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 12.24% | 2113.29%-2101.0pp | 1501.67%-1489.4pp | 578.56%-566.3pp |
| Employer contribution / active EE | $3,463 | $6,275-44.8% | $5,445-36.4% | $4,876-29.0% |
| Participant deferral / active EE | $2,195 | $7,270-69.8% | $6,569-66.6% | $5,439-59.6% |
| Admin fee / account holder | $3,684 | $13,799-73.3% | $11,283-67.4% | $10,885-66.2% |