Filed January 2, 2024 (most recent of 7 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,066 | $45,152+666.4% | $73,836+368.7% | $59,633+480.3% |
| Participation rate | 0.0% | 64.0%-64.0pp | 73.4%-73.4pp | 68.7%-68.7pp |
| Annual return | 2.91% | 27.40%-24.5pp | 2268.06%-2265.1pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $9,399 | $1,901+394.4% | $2,787+237.2% | $2,203+326.7% |
| Participant deferral / active EE | $2,283 | $2,573-11.3% | $3,583-36.3% | $3,192-28.5% |
| Admin fee / account holder | $5,889 | $3,515+67.6% | $4,882+20.6% | $4,297+37.0% |