Filed March 19, 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 | $86,765 | $110,337-21.4% | $102,383-15.3% | $145,877-40.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.12% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,791 | $4,216+13.6% | $3,870+23.8% | $4,663+2.7% |
| Participant deferral / active EE | $13,222 | $5,621+135.2% | $5,060+161.3% | $6,691+97.6% |
| Admin fee / account holder | $96,450 | $9,750+889.3% | $8,391+1049.4% | $13,402+619.7% |