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 | $48,011+105.3% | $63,803+54.5% | $82,637+19.2% |
| Participation rate | 40.8% | 66.6%-25.8pp | 72.7%-31.9pp | 68.1%-27.2pp |
| Annual return | 11.96% | 19.84%-7.9pp | 543.72%-531.8pp | 53.51%-41.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,322 | $2,846-18.4% | $3,843-39.6% | $4,126-43.7% |
| Admin fee / account holder | $8,820 | $3,873+127.7% | $5,196+69.7% | $7,339+20.2% |