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 | $111,814-22.4% | $103,374-16.1% | $145,959-40.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.89%-13.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,791 | $4,214+13.7% | $3,869+23.8% | $4,661+2.8% |
| Participant deferral / active EE | $13,222 | $5,618+135.3% | $5,058+161.4% | $6,689+97.7% |
| Admin fee / account holder | $96,450 | $9,754+888.8% | $8,394+1049.0% | $13,398+619.9% |