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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,521 | $48,432-14.3% | $121,204-65.7% | $71,511-41.9% |
| Participation rate | 29.7% | 54.3%-24.6pp | 69.5%-39.8pp | 67.9%-38.2pp |
| Annual return | 12.04% | 23.28%-11.2pp | 987.18%-975.1pp | 28.86%-16.8pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,219 | $2,756-19.5% | $4,083-45.7% | $4,291-48.3% |
| Admin fee / account holder | $25,175 | $1,845+1264.7% | $5,651+345.5% | $1,588+1484.8% |