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 | $71,057+42.8% | $93,654+8.3% | $80,874+25.5% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.0pp |
| Annual return | 14.80% | 11.26%+3.5pp | 133.34%-118.5pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,406 | $1,564-10.1% | $2,421-41.9% | $2,756-49.0% |
| Participant deferral / active EE | $3,981 | $4,034-1.3% | $4,413-9.8% | $4,297-7.3% |
| Admin fee / account holder | $21,466 | $6,944+209.1% | $8,282+159.2% | $6,935+209.5% |