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 | $95,404-2.0% | $113,397-17.6% | $82,637+13.1% |
| Participation rate | 58.8% | 72.8%-14.0pp | 76.5%-17.7pp | 68.1%-9.2pp |
| Annual return | 17.26% | 19.08%-1.8pp | 23.20%-5.9pp | 53.51%-36.2pp |
| Employer contribution / active EE | $722 | $2,307-68.7% | $2,977-75.8% | $2,552-71.7% |
| Participant deferral / active EE | $2,240 | $4,220-46.9% | $5,076-55.9% | $4,126-45.7% |
| Admin fee / account holder | $15,207 | $9,168+65.9% | $11,957+27.2% | $7,339+107.2% |