Filed September 23, 2024 (most recent of 4 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 | $101,474 | $71,230+42.5% | $93,727+8.3% | $80,959+25.3% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.1pp |
| Annual return | 14.80% | 11.26%+3.5pp | 133.83%-119.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,406 | $1,565-10.2% | $2,421-42.0% | $2,757-49.0% |
| Participant deferral / active EE | $3,981 | $4,037-1.4% | $4,417-9.9% | $4,300-7.4% |
| Admin fee / account holder | $21,466 | $6,961+208.4% | $8,292+158.9% | $6,925+210.0% |