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 | $71,197+42.5% | $93,669+8.3% | $80,925+25.4% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.7%-10.0pp |
| Annual return | 14.80% | 11.27%+3.5pp | 133.59%-118.8pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,406 | $1,565-10.2% | $2,424-42.0% | $2,756-49.0% |
| Participant deferral / active EE | $3,981 | $4,036-1.3% | $4,416-9.8% | $4,299-7.4% |
| Admin fee / account holder | $21,466 | $6,959+208.5% | $8,291+158.9% | $6,940+209.3% |