Filed October 1, 2024 (most recent of 5 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 | $44,561 | $52,450-15.0% | $129,397-65.6% | $74,429-40.1% |
| Participation rate | 31.1% | 53.8%-22.8pp | 69.6%-38.6pp | 67.2%-36.1pp |
| Annual return | 22.85% | 15.65%+7.2pp | 9453.98%-9431.1pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,854 | $2,797+2.0% | $4,167-31.5% | $4,348-34.4% |
| Admin fee / account holder | $10,889 | $2,636+313.1% | $7,679+41.8% | $1,944+460.0% |