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 | $63,778 | $62,586+1.9% | $76,766-16.9% | $64,181-0.6% |
| Participation rate | 62.5% | 72.8%-10.3pp | 77.0%-14.5pp | 69.6%-7.1pp |
| Annual return | -4.26% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $503 | $1,832-72.5% | $2,485-79.8% | $2,381-78.9% |
| Participant deferral / active EE | $1,493 | $3,145-52.5% | $3,851-61.2% | $3,470-57.0% |
| Admin fee / account holder | $5,574 | $4,667+19.4% | $6,675-16.5% | $4,887+14.0% |