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 | $48,284+67.7% | $67,524+19.9% | $80,911+0.1% |
| Participation rate | 29.6% | 66.4%-36.8pp | 72.9%-43.3pp | 67.6%-38.1pp |
| Annual return | 9.92% | 18.27%-8.3pp | 3519.41%-3509.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,418 | $2,927-51.5% | $4,001-64.6% | $4,297-67.0% |
| Admin fee / account holder | $7,856 | $3,688+113.0% | $4,001+96.4% | $6,935+13.3% |