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 | $69,199 | $42,909+61.3% | $60,906+13.6% | $68,486+1.0% |
| Participation rate | 38.1% | 66.8%-28.7pp | 73.1%-35.0pp | 67.9%-29.8pp |
| Annual return | -14.43% | -13.99%-0.4pp | 16.94%-31.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,300 | $2,866-54.7% | $3,814-65.9% | $4,028-67.7% |
| Admin fee / account holder | $2,175 | $3,104-29.9% | $3,227-32.6% | $5,404-59.7% |