Filed October 31, 2024 (most recent of 2 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 | $93,466 | $100,194-6.7% | $122,979-24.0% | $86,983+7.5% |
| Participation rate | 58.8% | 73.0%-14.1pp | 77.2%-18.4pp | 69.5%-10.7pp |
| Annual return | 17.26% | 16.47%+0.8pp | 20.12%-2.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $722 | $2,326-69.0% | $3,062-76.4% | $2,584-72.1% |
| Participant deferral / active EE | $2,240 | $4,133-45.8% | $5,003-55.2% | $4,194-46.6% |
| Admin fee / account holder | $15,207 | $10,148+49.9% | $12,864+18.2% | $7,856+93.6% |