Filed June 10, 2024 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,956 | $48,337+67.5% | $67,560+19.8% | $80,9590% |
| Participation rate | 29.6% | 66.4%-36.9pp | 72.9%-43.4pp | 67.7%-38.1pp |
| Annual return | 9.92% | 18.26%-8.3pp | 3533.50%-3523.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,418 | $2,928-51.6% | $4,004-64.6% | $4,300-67.0% |
| Admin fee / account holder | $7,856 | $3,695+112.6% | $3,994+96.7% | $6,925+13.4% |