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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,544 | $50,554+94.9% | $67,681+45.6% | $87,485+12.6% |
| Participation rate | 40.8% | 67.7%-26.9pp | 73.7%-32.9pp | 68.9%-28.1pp |
| Annual return | 11.96% | 17.81%-5.9pp | 590.58%-578.6pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,322 | $2,961-21.6% | $3,976-41.6% | $4,274-45.7% |
| Admin fee / account holder | $8,820 | $4,132+113.4% | $6,100+44.6% | $7,775+13.4% |